Moller Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moller Wealth Partners’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$262K	Hold	2,984	–	–	0.05%	66
2026 Q1	$228K	Hold	2,984	–	–	0.05%	65
2025 Q4	$239K	Hold	2,984	–	–	0.05%	64
2025 Q3	$234K	Hold	2,984	–	–	0.05%	68
2025 Q2	$217K	Buy	+2,984	New	+$201K	0.05%	67

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Moller Wealth Partners's SPYM Position: Q2 2026 in Review

Moller Wealth Partners held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 2,984 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #66.

Moller Wealth Partners first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Moller Wealth Partners held 2,984 shares of State Street SPDR Portfolio S&P 500 ETF worth $262K as of Q2 2026.
Moller Wealth Partners left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #66 holding.
Moller Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
755 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.