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 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%	-$10.3K	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 $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MY Wealth Management's SPYM Position: Q2 2026 in Review

MY Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q2 2026, buying an estimated $77K and bringing the position to 7,551 shares worth $664K. The position accounts for 0.47% of the portfolio, ranked #31.

MY Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

MY Wealth Management held 7,551 shares of State Street SPDR Portfolio S&P 500 ETF worth $664K as of Q2 2026.
MY Wealth Management bought 903 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77K.
State Street SPDR Portfolio S&P 500 ETF made up 0.47% of MY Wealth Management's portfolio in Q2 2026, its #31 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 19 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.