MPWM Advisory Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MPWM Advisory Solutions’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	–	Sell	-200	Closed	-$15.3K	–	603
2026 Q1	$15.3K	Hold	200	–	–	0.01%	297
2025 Q4	$16K	Buy	+200	New	+$15.9K	0.01%	275

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

MPWM Advisory Solutions's SPYM Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 200 shares — an estimated $15.3K sold.

MPWM Advisory Solutions first reported a position in SPYM in Q4 2025 and held it in 2 quarters. The position peaked at $16K in Q4 2025. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MPWM Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 200 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
MPWM Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 2 quarters.
MPWM Advisory Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $16K in Q4 2025.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.