Avantax Planning Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Avantax Planning Partners’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	$4.16M	Sell	47,320 -648	-1%	-$55.3K	0.1%	106
2026 Q1	$3.67M	Buy	47,968 +2,999	+7%	+$240K	0.1%	108
2025 Q4	$3.61M	Buy	44,969 +1	+0%	+$80	0.1%	106
2025 Q3	$3.52M	Sell	44,968 -798	-2%	-$60.2K	0.1%	105
2025 Q2	$3.33M	Sell	45,766 -2	-0%	-$134	0.11%	107
2025 Q1	$3.01M	Buy	45,768 +24	+0.1%	+$1.66K	0.11%	110
2024 Q4	$3.15M	Buy	45,744 +26	+0.1%	+$1.8K	0.11%	102
2024 Q3	$3.09M	Buy	45,718 +44	+0.1%	+$2.86K	0.11%	104
2024 Q2	$2.92M	Sell	45,674 -96	-0.2%	-$5.91K	0.09%	114
2024 Q1	$2.82M	Buy	+45,770	New	+$2.68M	0.09%	127

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

Avantax Planning Partners's SPYM Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, selling an estimated $55.3K and leaving 47,320 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #106.

Avantax Planning Partners first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Avantax Planning Partners held 47,320 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.16M as of Q2 2026.
Avantax Planning Partners sold 648 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $55.3K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #106 holding.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.