MWP
SPYM

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

Momentum Wealth Planning’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
Q1 		– Sell
-24,064
Closed -$1.93M – 43
2025
Q4 		$1.93M Sell
24,064
-902
-4% -$71.7K 1.51% 17
2025
Q3 		$1.96M Sell
24,966
-2,077
-8% -$157K 1.52% 18
2025
Q2 		$1.97M Buy
+27,043
New +$1.82M 1.67% 16

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Momentum Wealth Planning's SPYM Position: Q1 2026 in Review

Momentum Wealth Planning sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 24,064 shares — an estimated $1.93M sold.

Momentum Wealth Planning first reported a position in SPYM in Q2 2025 and held it in 3 quarters. The position peaked at $1.97M in Q2 2025. 1,609 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Momentum Wealth Planning reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 24,064 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.93M.
  • Momentum Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and held it in 3 quarters.
  • Momentum Wealth Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.97M in Q2 2025.
  • 1,609 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.