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 Q2	$329K	Hold	3,746	–	–	0.03%	115
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

Monograph Wealth Advisors's SPYM Position: Q2 2026 in Review

Monograph Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 3,746 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #115.

Monograph Wealth Advisors first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $512K in Q3 2025. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Monograph Wealth Advisors held 3,746 shares of State Street SPDR Portfolio S&P 500 ETF worth $329K as of Q2 2026.
Monograph Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #115 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 5 quarters since.
Monograph Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $512K in Q3 2025.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.