Mosley Wealth Management
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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
Q3 		$12.1K Hold
133
– – ﹤0.01% 374
2026
Q2 		$11.7K Buy
+133
New +$11.3K ﹤0.01% 374

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Mosley Wealth Management's SPYM Position: Q3 2026 in Review

Mosley Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 133 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Mosley Wealth Management first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Mosley Wealth Management held 133 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.1K as of Q3 2026.
  • Mosley Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #374 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.