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

MY 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	$437K	Buy	6,648 +347	+6%	+$27.8K	0.42%	19
2025 Q4	$505K	Hold	6,301	–	–	0.44%	25
2025 Q3	$494K	Hold	6,301	–	–	0.43%	24
2025 Q2	$458K	Sell	6,301 -347	-5%	-$23.3K	0.44%	23
2025 Q1	$437K	Hold	6,648	–	–	0.42%	19
2024 Q4	$458K	Hold	6,648	–	–	0.46%	19
2024 Q3	$449K	Buy	6,648 +1,200	+22%	+$78K	0.46%	18
2024 Q2	$349K	Hold	5,448	–	–	0.4%	21
2024 Q1	$335K	Sell	5,448 -1,948	-26%	-$114K	0.37%	21
2023 Q4	$413K	Hold	7,396	–	–	0.39%	20
2023 Q3	$372K	Sell	7,396 -15	-0.2%	-$785	0.37%	25
2023 Q2	$386K	Hold	7,411	–	–	0.35%	24
2023 Q1	$357K	Hold	7,411	–	–	0.36%	26
2022 Q4	$333K	Sell	7,411 -229	-3%	-$10.3K	0.51%	22
2022 Q3	$321K	Sell	7,640 -61	-0.8%	-$2.85K	0.34%	23
2022 Q2	$341K	Hold	7,701	–	–	0.37%	23
2022 Q1	$409K	Hold	7,701	–	–	0.38%	22
2021 Q4	$430K	Buy	+7,701	New	+$416K	0.38%	24

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MY Wealth Management's SPYM Position: Q1 2026 in Review

MY Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.5% in Q1 2026, buying an estimated $27.8K and bringing the position to 6,648 shares worth $437K. The position accounts for 0.42% of the portfolio, ranked #19.

MY Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $505K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

MY Wealth Management held 6,648 shares of State Street SPDR Portfolio S&P 500 ETF worth $437K as of Q1 2026.
MY Wealth Management bought 347 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $27.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of MY Wealth Management's portfolio in Q1 2026, its #19 holding.
MY Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $505K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.