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

Creative Financial Designs’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	$4.56M	Buy	51,899 +3,972	+8%	+$339K	0.22%	100
2026 Q1	$3.67M	Buy	47,927 +5,236	+12%	+$419K	0.22%	97
2025 Q4	$3.42M	Buy	42,691 +1,371	+3%	+$109K	0.22%	104
2025 Q3	$3.24M	Sell	41,320 -13,332	-24%	-$1.01M	0.22%	104
2025 Q2	$3.97M	Sell	54,652 -21,814	-29%	-$1.47M	0.29%	79
2025 Q1	$5.03M	Sell	76,466 -2,907	-4%	-$201K	0.4%	56
2024 Q4	$5.47M	Sell	79,373 -7,972	-9%	-$553K	0.44%	48
2024 Q3	$5.9M	Sell	87,345 -18,000	-17%	-$1.17M	0.5%	47
2024 Q2	$6.74M	Sell	105,345 -31,250	-23%	-$1.92M	0.6%	38
2024 Q1	$8.4M	Buy	136,595 +3,779	+3%	+$221K	0.79%	30
2023 Q4	$7.42M	Buy	132,816 +27,184	+26%	+$1.42M	0.75%	32
2023 Q3	$5.31M	Buy	105,632 +11,710	+12%	+$613K	0.62%	34
2023 Q2	$4.89M	Sell	93,922 -3,551	-4%	-$175K	0.58%	36
2023 Q1	$4.69M	Sell	97,473 -7,449	-7%	-$349K	0.61%	37
2022 Q4	$4.72M	Sell	104,922 -4,383	-4%	-$198K	0.7%	35
2022 Q3	$4.59M	Sell	109,305 -3,124	-3%	-$146K	0.75%	31
2022 Q2	$4.99M	Buy	112,429 +21,380	+23%	+$1.03M	0.82%	29
2022 Q1	$4.84M	Buy	91,049 +38,118	+72%	+$2M	0.74%	31
2021 Q4	$2.96M	Buy	52,931 +16,345	+45%	+$883K	0.45%	49
2021 Q3	$1.85M	Buy	36,586 +8,109	+28%	+$421K	0.31%	74
2021 Q2	$1.43M	Buy	28,477 +2,487	+10%	+$122K	0.25%	81
2021 Q1	$1.21M	Buy	25,990 +6,639	+34%	+$301K	0.24%	83
2020 Q4	$851K	Buy	19,351 +6,413	+50%	+$267K	0.18%	94
2020 Q3	$509K	Buy	12,938 +11,406	+745%	+$444K	0.13%	132
2020 Q2	$56K	Buy	1,532 +415	+37%	+$14.3K	0.02%	403
2020 Q1	$34K	Sell	1,117 -628	-36%	-$22.5K	0.02%	258
2019 Q4	$67K	Buy	+1,745	New	+$63.1K	0.03%	225

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

Creative Financial Designs's SPYM Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q2 2026, buying an estimated $339K and bringing the position to 51,899 shares worth $4.56M. The position accounts for 0.22% of the portfolio, ranked #100.

Creative Financial Designs first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.4M in Q1 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Creative Financial Designs held 51,899 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.56M as of Q2 2026.
Creative Financial Designs bought 3,972 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $339K.
State Street SPDR Portfolio S&P 500 ETF made up 0.22% of Creative Financial Designs's portfolio in Q2 2026, its #100 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Creative Financial Designs's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.4M in Q1 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.