MGIA
SPYM

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

Moneta Group Investment 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
Q1 		$32.3M Sell
422,644
-5,980
-1% -$478K 0.24% 56
2025
Q4 		$34.4M Sell
428,624
-20,533
-5% -$1.63M 0.26% 53
2025
Q3 		$35.2M Sell
449,157
-17,681
-4% -$1.33M 0.28% 52
2025
Q2 		$33.9M Sell
466,838
-7,069
-1% -$475K 0.4% 49
2025
Q1 		$31.2M Buy
473,907
+2,553
+0.5% +$177K 0.43% 46
2024
Q4 		$32.5M Sell
471,354
-15,448
-3% -$1.07M 0.46% 46
2024
Q3 		$32.9M Sell
486,802
-26,960
-5% -$1.75M 0.48% 43
2024
Q2 		$32.9M Sell
513,762
-14,547
-3% -$896K 0.53% 41
2024
Q1 		$32.5M Sell
528,309
-27,889
-5% -$1.63M 0.53% 41
2023
Q4 		$31.1M Sell
556,198
-22,830
-4% -$1.2M 0.61% 39
2023
Q3 		$29.1M Sell
579,028
-2,774
-0.5% -$145K 0.66% 38
2023
Q2 		$30.3M Buy
581,802
+5,057
+0.9% +$250K 0.67% 38
2023
Q1 		$27.8M Buy
576,745
+48,237
+9% +$2.26M 0.67% 37
2022
Q4 		$25.3M Sell
528,508
-72,254
-12% -$3.27M 0.69% 35
2022
Q3 		$25.2M Sell
600,762
-51,629
-8% -$2.41M 0.96% 29
2022
Q2 		$28.9M Buy
652,391
+73,885
+13% +$3.56M 0.99% 27
2022
Q1 		$30.7M Buy
578,506
+22,730
+4% +$1.19M 1.21% 19
2021
Q4 		$31M Buy
555,776
+18,558
+3% +$1M 1.26% 20
2021
Q3 		$27.1M Buy
537,218
+27,363
+5% +$1.42M 1.25% 21
2021
Q2 		$25.7M Buy
509,855
+5,714
+1% +$280K 1.18% 22
2021
Q1 		$23.5M Buy
504,141
+37,148
+8% +$1.68M 1.24% 21
2020
Q4 		$20.5M Sell
466,993
-1,012
-0.2% -$42.2K 1.48% 20
2020
Q3 		$18.4M Sell
468,005
-1,126
-0.2% -$43.8K 1.6% 20
2020
Q2 		$17M Buy
469,131
+62,916
+15% +$2.16M 1.61% 20
2020
Q1 		$12.3M Buy
406,215
+77,870
+24% +$2.79M 1.28% 25
2019
Q4 		$12.4M Buy
328,345
+11,817
+4% +$427K 1.04% 25
2019
Q3 		$11M Buy
316,528
+32,307
+11% +$1.12M 1.03% 24
2019
Q2 		$9.82M Buy
284,221
+197,191
+227% +$6.68M 0.97% 22
2019
Q1 		$2.89M Sell
87,030
-3,042
-3% -$97.1K 0.3% 59
2018
Q4 		$2.63M Sell
90,072
-3,688
-4% -$116K 0.31% 59
2018
Q3 		$3.19M Buy
93,760
+6,472
+7% +$216K 0.33% 57
2018
Q2 		$2.78M Buy
+87,288
New +$2.77M 0.31% 53

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's SPYM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q1 2026, selling an estimated $478K and leaving 422,644 shares worth $32.3M. The position accounts for 0.24% of the portfolio, ranked #56.

Moneta Group Investment Advisors first reported a position in SPYM in Q2 2018 and has held it in 32 quarters since. The position peaked at $35.2M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Moneta Group Investment Advisors held 422,644 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.3M as of Q1 2026.
  • Moneta Group Investment Advisors sold 5,980 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $478K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $35.2M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.