MSWM
SPYM

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

Mowery & Schoenfeld 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
Q1 		– Sell
-104
Closed -$8.34K – 469
2025
Q4 		$8.34K Buy
+104
New +$8.27K 0.01% 268

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

Mowery & Schoenfeld Wealth Management's SPYM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 104 shares — an estimated $8.34K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SPYM in Q4 2025 and held it in 1 quarter. The position peaked at $8.34K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 104 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $8.34K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.34K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.