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

Mosaic 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	–	Sell	-14,631	Closed	-$1.23M	–	46
2026 Q1	$1.23M	Buy	+14,631	New	+$1.17M	1.84%	15
2025 Q3	–	Sell	-3,735	Closed	-$271K	–	24
2025 Q2	$271K	Sell	3,735 -4,265	-53%	-$287K	0.4%	13
2025 Q1	$526K	Sell	8,000 -8,708	-52%	-$602K	0.79%	8
2024 Q4	$1.15M	Buy	+16,708	New	+$1.16M	1.35%	9

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

Mosaic Advisors's SPYM Position: Q2 2026 in Review

Mosaic Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 14,631 shares — an estimated $1.23M sold.

Mosaic Advisors first reported a position in SPYM in Q4 2024 and held it in 4 quarters. The position peaked at $1.23M in Q1 2026. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Mosaic Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Mosaic Advisors sold 14,631 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.23M.
Mosaic Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 4 quarters.
Mosaic Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.23M in Q1 2026.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.