MWM
SPYM

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

Mosley 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
Q2 		$11.7K Buy
+133
New +$11.3K ﹤0.01% 374

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mosley Wealth Management's SPYM Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 133 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

1,181 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Mosley Wealth Management held 133 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Mosley Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #374 holding.
  • 1,181 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.