MCC
SPYM

Money Concepts Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Money Concepts Capital’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 		$12.9M Buy
146,258
+17,075
+13% +$1.46M 0.6% 29
2026
Q1 		$9.89M Sell
129,183
-53,122
-29% -$4.25M 0.55% 37
2025
Q4 		$14.6M Buy
182,305
+9,412
+5% +$749K 0.82% 19
2025
Q3 		$13.5M Sell
172,893
-14,608
-8% -$1.1M 0.84% 20
2025
Q2 		$13.6M Buy
187,501
+80,049
+74% +$5.38M 0.91% 17
2025
Q1 		$7.07M Sell
107,452
-56,324
-34% -$3.9M 0.53% 41
2024
Q4 		$11.3M Buy
163,776
+32,135
+24% +$2.23M 0.84% 20
2024
Q3 		$8.89M Buy
131,641
+42,442
+48% +$2.76M 0.67% 29
2024
Q2 		$5.71M Buy
89,199
+37,928
+74% +$2.34M 0.48% 50
2024
Q1 		$3.15M Sell
51,271
-41,920
-45% -$2.46M 0.29% 89
2023
Q4 		$5.21M Buy
93,191
+7,716
+9% +$404K 0.48% 61
2023
Q3 		$4.3M Buy
85,475
+11,395
+15% +$596K 0.45% 71
2023
Q2 		$3.86M Sell
74,080
-205,004
-73% -$10.1M 0.39% 79
2023
Q1 		$3.91M Buy
279,084
+212,181
+317% +$9.96M 0.22% 92
2022
Q4 		$3.01M Buy
66,903
+9,320
+16% +$421K 0.13% 141
2022
Q3 		$2.42M Sell
57,583
-4,657
-7% -$217K 0.14% 136
2022
Q2 		$2.79M Buy
62,240
+651
+1% +$31.4K 0.25% 89
2022
Q1 		$3.27M Buy
61,589
+2,858
+5% +$150K 0.18% 115
2021
Q4 		$3.28M Buy
+58,731
New +$3.17M 0.28% 90
2021
Q1 		$10.9M Sell
233,379
-55,868
-19% -$2.53M 0.87% 26
2020
Q4 		$12.7M Buy
+289,247
New +$12.1M 1.17% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Money Concepts Capital's SPYM Position: Q2 2026 in Review

Money Concepts Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $1.46M and bringing the position to 146,258 shares worth $12.9M. The position accounts for 0.6% of the portfolio, ranked #29.

Money Concepts Capital first reported a position in SPYM in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.6M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Money Concepts Capital held 146,258 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.9M as of Q2 2026.
  • Money Concepts Capital bought 17,075 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.46M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.6% of Money Concepts Capital's portfolio in Q2 2026, its #29 holding.
  • Money Concepts Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $14.6M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.