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 Q3	$883K	Hold	9,833	–	–	0.12%	87
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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Consolidated Planning Corp's SPYM Position: Q3 2026 in Review

Consolidated Planning Corp held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 9,833 shares worth $883K. The position accounts for 0.12% of the portfolio, ranked #87.

Consolidated Planning Corp first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Consolidated Planning Corp held 9,833 shares of State Street SPDR Portfolio S&P 500 ETF worth $883K as of Q3 2026.
Consolidated Planning Corp left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Consolidated Planning Corp's portfolio in Q3 2026, its #87 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 8 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.