Moors & Cabot
SPYM icon

Moors & Cabot’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moors & Cabot’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
Q3 		$2.57M Buy
28,666
+1,030
+4% +$92.1K 0.1% 194
2026
Q2 		$2.43M Buy
27,636
+1,961
+8% +$167K 0.09% 194
2026
Q1 		$1.97M Buy
25,675
+2,860
+13% +$229K 0.08% 217
2025
Q4 		$1.83M Buy
22,815
+1,983
+10% +$158K 0.08% 224
2025
Q3 		$1.63M Buy
20,832
+224
+1% +$16.9K 0.07% 247
2025
Q2 		$1.5M Sell
20,608
-848
-4% -$57K 0.07% 254
2025
Q1 		$1.41M Buy
21,456
+932
+5% +$64.5K 0.07% 252
2024
Q4 		$1.41M Buy
20,524
+612
+3% +$42.4K 0.07% 256
2024
Q3 		$1.34M Sell
19,912
-314
-2% -$20.4K 0.07% 263
2024
Q2 		$1.29M Buy
20,226
+1,426
+8% +$87.8K 0.07% 248
2024
Q1 		$1.16M Buy
18,800
+231
+1% +$13.5K 0.06% 280
2023
Q4 		$1.04M Buy
18,569
+1,225
+7% +$64.2K 0.06% 275
2023
Q3 		$872K Buy
17,344
+1,221
+8% +$63.9K 0.06% 286
2023
Q2 		$840K Buy
16,123
+620
+4% +$30.6K 0.06% 306
2023
Q1 		$746K Buy
15,503
+450
+3% +$21.1K 0.05% 325
2022
Q4 		$677K Buy
+15,053
New +$680K 0.05% 346

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Moors & Cabot's SPYM Position: Q3 2026 in Review

Moors & Cabot increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.7% in Q3 2026, buying an estimated $92.1K and bringing the position to 28,666 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #194.

Moors & Cabot first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Moors & Cabot held 28,666 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.57M as of Q3 2026.
  • Moors & Cabot bought 1,030 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $92.1K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Moors & Cabot's portfolio in Q3 2026, its #194 holding.
  • Moors & Cabot first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.