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

Moulton 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	$18.3M	Buy	207,915 +116,449	+127%	+$9.93M	12.03%	1
2026 Q1	$7.04M	Buy	+91,466	New	+$7.32M	4.8%	5
2025 Q4	–	Sell	-165,096	Closed	-$12.9M	–	52
2025 Q3	$12.9M	Sell	165,096 -20,947	-11%	-$1.58M	9.41%	1
2025 Q2	$13.7M	Buy	+186,043	New	+$12.5M	10.35%	1

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Moulton Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 127% in Q2 2026, buying an estimated $9.93M and bringing the position to 207,915 shares worth $18.3M. The position accounts for 12.03% of the portfolio, ranked #1.

Moulton Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Moulton Wealth Management held 207,915 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.3M as of Q2 2026.
Moulton Wealth Management bought 116,449 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.93M.
State Street SPDR Portfolio S&P 500 ETF made up 12.03% of Moulton Wealth Management's portfolio in Q2 2026, its #1 holding.
Moulton Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.