CPA
SPYM

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

Capital Planning Advisors’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 		$669K Sell
8,745
-43
-0.5% -$3.44K 0.1% 97
2025
Q4 		$705K Sell
8,788
-195
-2% -$15.5K 0.09% 104
2025
Q3 		$704K Sell
8,983
-264
-3% -$19.9K 0.1% 98
2025
Q2 		$672K Sell
9,247
-366
-4% -$24.6K 0.1% 86
2025
Q1 		$632K Buy
9,613
+153
+2% +$10.6K 0.1% 89
2024
Q4 		$652K Hold
9,460
– – 0.1% 91
2024
Q3 		$639K Sell
9,460
-21,106
-69% -$1.37M 0.1% 89
2024
Q2 		$1.96M Buy
30,566
+1,100
+4% +$67.7K 0.33% 58
2024
Q1 		$1.81M Hold
29,466
– – 0.32% 60
2023
Q4 		$1.65M Buy
29,466
+22,050
+297% +$1.16M 0.31% 61
2023
Q3 		$373K Sell
7,416
-48
-0.6% -$2.51K 0.08% 101
2023
Q2 		$389K Sell
7,464
-38
-0.5% -$1.88K 0.08% 103
2023
Q1 		$361K Sell
7,502
-653
-8% -$30.6K 0.08% 100
2022
Q4 		$367K Sell
8,155
-75
-0.9% -$3.39K 0.09% 96
2022
Q3 		$346K Sell
8,230
-62,698
-88% -$2.93M 0.09% 96
2022
Q2 		$3.15M Sell
70,928
-29,109
-29% -$1.4M 0.83% 29
2022
Q1 		$5.32M Buy
100,037
+2,585
+3% +$135K 1.14% 25
2021
Q4 		$5.44M Buy
97,452
+4,537
+5% +$245K 1.04% 27
2021
Q3 		$4.69M Buy
92,915
+4,089
+5% +$212K 0.97% 26
2021
Q2 		$4.47M Buy
88,826
+3,896
+5% +$191K 0.92% 29
2021
Q1 		$3.96M Sell
84,930
-10,062
-11% -$456K 0.89% 30
2020
Q4 		$4.18M Buy
94,992
+7,318
+8% +$305K 1.03% 30
2020
Q3 		$3.45M Buy
87,674
+6,567
+8% +$256K 0.95% 30
2020
Q2 		$2.94M Buy
81,107
+27,502
+51% +$946K 0.88% 31
2020
Q1 		$1.62M Sell
53,605
-1,378
-3% -$49.4K 0.61% 55
2019
Q4 		$2.08M Buy
54,983
+3,016
+6% +$109K 0.54% 53
2019
Q3 		$1.81M Buy
+51,967
New +$1.81M 0.53% 53

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Planning Advisors's SPYM Position: Q1 2026 in Review

Capital Planning Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.49% in Q1 2026, selling an estimated $3.44K and leaving 8,745 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #97.

Capital Planning Advisors first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.44M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Capital Planning Advisors held 8,745 shares of State Street SPDR Portfolio S&P 500 ETF worth $669K as of Q1 2026.
  • Capital Planning Advisors sold 43 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $3.44K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Capital Planning Advisors's portfolio in Q1 2026, its #97 holding.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • Capital Planning Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.44M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.