MWA
SPYM

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

Monograph Wealth 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 		$287K Hold
3,746
– – 0.03% 123
2025
Q4 		$301K Sell
3,746
-2,790
-43% -$222K 0.03% 113
2025
Q3 		$512K Buy
6,536
+2,790
+74% +$210K 0.05% 87
2025
Q2 		$272K Buy
+3,746
New +$252K 0.03% 112

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

Monograph Wealth Advisors's SPYM Position: Q1 2026 in Review

Monograph Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 3,746 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #123.

Monograph Wealth Advisors first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $512K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Monograph Wealth Advisors held 3,746 shares of State Street SPDR Portfolio S&P 500 ETF worth $287K as of Q1 2026.
  • Monograph Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Monograph Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Monograph Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $512K 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 Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.