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

Capasso 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 Q1	$268K	Buy	3,505 +152	+5%	+$12.2K	0.14%	66
2025 Q4	$269K	Buy	3,353 +97	+3%	+$7.71K	0.15%	68
2025 Q3	$255K	Buy	+3,256	New	+$246K	0.16%	64

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capasso Planning Partners's SPYM Position: Q1 2026 in Review

Capasso Planning Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,505 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #66.

Capasso Planning Partners first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Capasso Planning Partners held 3,505 shares of State Street SPDR Portfolio S&P 500 ETF worth $268K as of Q1 2026.
Capasso Planning Partners bought 152 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $12.2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Capasso Planning Partners's portfolio in Q1 2026, its #66 holding.
Capasso Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
Capasso Planning Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $269K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.