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

Moran 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	–	Sell	-2,659	Closed	-$213K	–	552
2025 Q4	$213K	Buy	+2,659	New	+$211K	0.01%	472
2025 Q1	–	Sell	-13,491	Closed	-$930K	–	477
2024 Q4	$930K	Buy	+13,491	New	+$935K	0.03%	302
2023 Q1	–	Sell	-2,469,225	Closed	-$111M	–	372
2022 Q4	$111M	Buy	+2,469,225	New	+$112M	4.22%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moran Wealth Management's SPYM Position: Q1 2026 in Review

Moran Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 2,659 shares — an estimated $213K sold.

Moran Wealth Management first reported a position in SPYM in Q4 2022 and held it in 3 quarters. The position peaked at $111M in Q4 2022. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Moran Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 2,659 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $213K.
Moran Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 3 quarters.
Moran Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $111M in Q4 2022.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.