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

Morrissey Wealth Management, LLC’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	$22.7M	Buy	+250,339	New	+$21.4M	14.27%	1

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 39.41% 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

Morrissey Wealth Management, LLC's SPYM Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 250,339 shares worth $22.7M. The stake represents 14.27% of the portfolio and ranks #1 among its holdings.

1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Morrissey Wealth Management, LLC held 250,339 shares of State Street SPDR Portfolio S&P 500 ETF worth $22.7M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 14.27% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #1 holding.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.