MA
SPYM

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
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
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

Mosaic Advisors's SPYM Position: Q1 2026 in Review

Mosaic Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 14,631 shares worth $1.23M. The stake represents 1.84% of the portfolio and ranks #15 among its holdings. This is a return to the name: Mosaic Advisors previously reported a position in SPYM as recently as Q2 2025.

Mosaic Advisors first reported a position in SPYM in Q4 2024 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Mosaic Advisors held 14,631 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.23M as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Mosaic Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.84% of Mosaic Advisors's portfolio in Q1 2026, its #15 holding.
  • Mosaic Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.