Superior Planning, LLC’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Superior Planning, 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 Q3	$795K	Buy	+8,860	New	+$792K	0.33%	65

Other funds holding SPYM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Superior Planning, LLC's SPYM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 8,860 shares worth $795K. The stake represents 0.33% of the portfolio and ranks #65 among its holdings.

1,410 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Superior Planning, LLC held 8,860 shares of State Street SPDR Portfolio S&P 500 ETF worth $795K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Superior Planning, LLC position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Superior Planning, LLC's portfolio in Q3 2026, its #65 holding.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.