MONECO Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MONECO Advisors’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	$58.7M	Buy	668,521 +51,269	+8%	+$4.37M	3.59%	2
2026 Q1	$47.2M	Buy	617,252 +94,667	+18%	+$7.57M	3.66%	2
2025 Q4	$41.9M	Buy	522,585 +92,425	+21%	+$7.35M	3.33%	2
2025 Q3	$33.7M	Buy	430,160 +98,280	+30%	+$7.41M	2.81%	4
2025 Q2	$24.1M	Buy	331,880 +45,311	+16%	+$3.05M	2.24%	5
2025 Q1	$18.8M	Buy	286,569 +78,202	+38%	+$5.41M	1.95%	8
2024 Q4	$14.4M	Buy	208,367 +55,546	+36%	+$3.85M	1.52%	11
2024 Q3	$10.3M	Buy	152,821 +50,091	+49%	+$3.26M	1.28%	15
2024 Q2	$6.57M	Buy	102,730 +65,349	+175%	+$4.02M	0.97%	22
2024 Q1	$2.3M	Sell	37,381 -775	-2%	-$45.4K	0.37%	76
2023 Q4	$2.13M	Sell	38,156 -2,712	-7%	-$142K	0.41%	66
2023 Q3	$2.05M	Sell	40,868 -58,974	-59%	-$3.08M	0.56%	36
2023 Q2	$5.2M	Buy	99,842 +84,760	+562%	+$4.18M	1.42%	12
2023 Q1	$726K	Sell	15,082 -23,607	-61%	-$1.11M	0.21%	117
2022 Q4	$1.74M	Sell	38,689 -3,786	-9%	-$171K	0.63%	33
2022 Q3	$1.78M	Buy	42,475 +1,678	+4%	+$78.4K	0.71%	31
2022 Q2	$1.81M	Buy	40,797 +8,864	+28%	+$427K	0.7%	33
2022 Q1	$1.7M	Buy	31,933 +13,805	+76%	+$723K	0.62%	36
2021 Q4	$953K	Buy	18,128 +694	+4%	+$37.5K	0.36%	67
2021 Q3	$880K	Buy	+17,434	New	+$904K	0.35%	69

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

MONECO Advisors's SPYM Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q2 2026, buying an estimated $4.37M and bringing the position to 668,521 shares worth $58.7M. The position accounts for 3.59% of the portfolio, ranked #2.

MONECO Advisors first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MONECO Advisors held 668,521 shares of State Street SPDR Portfolio S&P 500 ETF worth $58.7M as of Q2 2026.
MONECO Advisors bought 51,269 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.37M.
State Street SPDR Portfolio S&P 500 ETF made up 3.59% of MONECO Advisors's portfolio in Q2 2026, its #2 holding.
MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.