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

Comprehensive Financial Planning’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 		$49.1K Hold
559
– – 0.03% 176
2026
Q1 		$42.8K Hold
559
– – 0.03% 165
2025
Q4 		$44.8K Hold
559
– – 0.03% 163
2025
Q3 		$43.8K Hold
559
– – 0.03% 171
2025
Q2 		$40.6K Hold
559
– – 0.03% 162
2025
Q1 		$36.8K Hold
559
– – 0.04% 151
2024
Q4 		$38.5K Buy
+559
New +$38.7K 0.03% 168

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Comprehensive Financial Planning's SPYM Position: Q2 2026 in Review

Comprehensive Financial Planning held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 559 shares worth $49.1K. The position accounts for 0.03% of the portfolio, ranked #176.

Comprehensive Financial Planning first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Comprehensive Financial Planning held 559 shares of State Street SPDR Portfolio S&P 500 ETF worth $49.1K as of Q2 2026.
  • Comprehensive Financial Planning left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #176 holding.
  • Comprehensive Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.