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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

William Mack & Associates's SPYM Position: Q2 2026 in Review

William Mack & Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 65% in Q2 2026, buying an estimated $315K and bringing the position to 9,423 shares worth $828K. The position accounts for 0.29% of the portfolio, ranked #36.

William Mack & Associates first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q3 2025. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

William Mack & Associates held 9,423 shares of State Street SPDR Portfolio S&P 500 ETF worth $828K as of Q2 2026.
William Mack & Associates bought 3,696 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $315K.
State Street SPDR Portfolio S&P 500 ETF made up 0.29% of William Mack & Associates's portfolio in Q2 2026, its #36 holding.
William Mack & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $891K in Q3 2025.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.