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 Q3	$678K	Hold	7,551	–	–	0.49%	29
2026 Q2	$664K	Buy	7,551 +903	+14%	+$77K	0.47%	31
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%	-$10.4K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

MY Wealth Management's SPYM Position: Q3 2026 in Review

MY Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 7,551 shares worth $678K. The position accounts for 0.49% of the portfolio, ranked #29.

MY Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. 1,220 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

MY Wealth Management held 7,551 shares of State Street SPDR Portfolio S&P 500 ETF worth $678K as of Q3 2026.
MY Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.49% of MY Wealth Management's portfolio in Q3 2026, its #29 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 20 quarters since.
1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.