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

Consolidated Planning Corp’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	$864K	Buy	9,833 +3,721	+61%	+$317K	0.12%	85
2026 Q1	$468K	Hold	6,112	–	–	0.08%	95
2025 Q4	$490K	Buy	6,112 +33	+0.5%	+$2.62K	0.05%	148
2025 Q3	$476K	Hold	6,079	–	–	0.05%	146
2025 Q2	$442K	Buy	6,079 +137	+2%	+$9.21K	0.06%	141
2025 Q1	$391K	Hold	5,942	–	–	0.05%	140
2024 Q4	$410K	Buy	+5,942	New	+$412K	0.06%	143

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

Consolidated Planning Corp's SPYM Position: Q2 2026 in Review

Consolidated Planning Corp increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 61% in Q2 2026, buying an estimated $317K and bringing the position to 9,833 shares worth $864K. The position accounts for 0.12% of the portfolio, ranked #85.

Consolidated Planning Corp first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Consolidated Planning Corp held 9,833 shares of State Street SPDR Portfolio S&P 500 ETF worth $864K as of Q2 2026.
Consolidated Planning Corp bought 3,721 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $317K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Consolidated Planning Corp's portfolio in Q2 2026, its #85 holding.
Consolidated Planning Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.