William Mack & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

William Mack & Associates’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	$828K	Buy	9,423 +3,696	+65%	+$315K	0.29%	36
2026 Q1	$438K	Sell	5,727 -4,673	-45%	-$374K	0.25%	42
2025 Q4	$834K	Sell	10,400 -970	-9%	-$77.1K	0.39%	29
2025 Q3	$891K	Buy	11,370 +90	+0.8%	+$6.79K	0.48%	28
2025 Q2	$820K	Buy	11,280 +3,082	+38%	+$207K	0.52%	27
2025 Q1	$539K	Buy	8,198 +3,476	+74%	+$240K	0.46%	33
2024 Q4	$326K	Buy	+4,722	New	+$327K	0.34%	44

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return