MFWP
SPYM

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

Mosaic Family Wealth Partners’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 		$11.7M Buy
152,673
+31,199
+26% +$2.5M 1.2% 14
2025
Q4 		$9.74M Buy
121,474
+115,286
+1,863% +$9.17M 1.07% 15
2025
Q3 		$483K Buy
+6,188
New +$467K 0.06% 145

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 $424B AUM 22.94% 1-Year Est. Return

Mosaic Family Wealth Partners's SPYM Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q1 2026, buying an estimated $2.5M and bringing the position to 152,673 shares worth $11.7M. The position accounts for 1.2% of the portfolio, ranked #14.

Mosaic Family Wealth Partners first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Mosaic Family Wealth Partners held 152,673 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 31,199 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.5M.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.2% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Mosaic Family Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 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 Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.