MSH Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

MSH Capital Advisors’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	$4.37M	Buy	49,713 +308	+0.6%	+$26.3K	0.76%	31
2026 Q1	$3.78M	Buy	49,405 +1,924	+4%	+$154K	0.8%	30
2025 Q4	$3.81M	Buy	47,481 +4,379	+10%	+$348K	0.81%	29
2025 Q3	$3.38M	Sell	43,102 -5,754	-12%	-$434K	0.91%	25
2025 Q2	$3.55M	Sell	48,856 -15,022	-24%	-$1.01M	1.02%	25
2025 Q1	$4.2M	Buy	63,878 +8,073	+14%	+$558K	1.3%	20
2024 Q4	$3.85M	Buy	55,805 +5,256	+10%	+$364K	1.21%	21
2024 Q3	$3.41M	Buy	50,549 +12,285	+32%	+$799K	1.04%	24
2024 Q2	$2.45M	Buy	38,264 +33,716	+741%	+$2.08M	0.82%	34
2024 Q1	$280K	Buy	4,548 +754	+20%	+$44.2K	0.1%	180
2023 Q4	$212K	Sell	3,794 -655	-15%	-$34.3K	0.08%	197
2023 Q3	$224K	Sell	4,449 -1,363	-23%	-$71.3K	0.09%	192
2023 Q2	$303K	Sell	5,812 -108	-2%	-$5.33K	0.11%	174
2023 Q1	$285K	Sell	5,920 -1,134	-16%	-$53.2K	0.12%	164
2022 Q4	$317K	Buy	7,054 +206	+3%	+$9.31K	0.14%	144
2022 Q3	$288K	Buy	6,848 +1,454	+27%	+$67.9K	0.14%	146
2022 Q2	$239K	Buy	+5,394	New	+$260K	0.11%	169

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

MSH Capital Advisors's SPYM Position: Q2 2026 in Review

MSH Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.62% in Q2 2026, buying an estimated $26.3K and bringing the position to 49,713 shares worth $4.37M. The position accounts for 0.76% of the portfolio, ranked #31.

MSH Capital Advisors first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MSH Capital Advisors held 49,713 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.37M as of Q2 2026.
MSH Capital Advisors bought 308 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $26.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.76% of MSH Capital Advisors's portfolio in Q2 2026, its #31 holding.
MSH Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.