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 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 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

Comprehensive Financial Planning's SPYM Position: Q1 2026 in Review

Comprehensive Financial Planning held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 559 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #165.

Comprehensive Financial Planning first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.8K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Comprehensive Financial Planning held 559 shares of State Street SPDR Portfolio S&P 500 ETF worth $42.8K as of Q1 2026.
Comprehensive Financial Planning left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q1 2026, its #165 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 6 quarters since.
Comprehensive Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $44.8K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.