MHWM
SPYM

Montz Harcus Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Montz Harcus Wealth Management’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 		$34.4M Buy
449,889
+9,414
+2% +$753K 13.91% 1
2025
Q4 		$35.3M Buy
440,475
+3,119
+0.7% +$248K 14.32% 1
2025
Q3 		$34.3M Buy
437,356
+17,801
+4% +$1.34M 14.95% 1
2025
Q2 		$30.5M Buy
419,555
+15,637
+4% +$1.05M 14.72% 1
2025
Q1 		$26.6M Buy
403,918
+5,860
+1% +$405K 14.51% 1
2024
Q4 		$27.4M Buy
398,058
+14,584
+4% +$1.01M 15.34% 2
2024
Q3 		$25.9M Buy
383,474
+42,283
+12% +$2.75M 15.13% 2
2024
Q2 		$21.8M Sell
341,191
-58
-0% -$3.57K 14.16% 2
2024
Q1 		$21M Sell
341,249
-17,226
-5% -$1.01M 14.21% 2
2023
Q4 		$20M Sell
358,475
-16,139
-4% -$846K 15.3% 2
2023
Q3 		$18.8M Buy
374,614
+11,678
+3% +$611K 16.08% 2
2023
Q2 		$18.9M Buy
362,936
+10,595
+3% +$523K 15.65% 2
2023
Q1 		$17M Buy
352,341
+9,341
+3% +$438K 15.68% 2
2022
Q4 		$15.4M Buy
343,000
+4,677
+1% +$211K 15.3% 2
2022
Q3 		$14.2M Buy
338,323
+6,487
+2% +$303K 15.65% 2
2022
Q2 		$14.7M Buy
331,836
+11,164
+3% +$538K 15.51% 2
2022
Q1 		$17M Buy
320,672
+6,527
+2% +$342K 15.29% 2
2021
Q4 		$17.5M Buy
+314,145
New +$17M 15.36% 2

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

Montz Harcus Wealth Management's SPYM Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q1 2026, buying an estimated $753K and bringing the position to 449,889 shares worth $34.4M. The position accounts for 13.91% of the portfolio, ranked #1.

Montz Harcus Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.3M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Montz Harcus Wealth Management held 449,889 shares of State Street SPDR Portfolio S&P 500 ETF worth $34.4M as of Q1 2026.
  • Montz Harcus Wealth Management bought 9,414 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $753K.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.91% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Montz Harcus Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $35.3M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.