Cypress Financial Planning
SPYM icon

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

Cypress 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
Q3 		$657K Sell
7,321
-80
-1% -$7.15K 0.18% 53
2026
Q2 		$650K Sell
7,401
-170
-2% -$14.5K 0.16% 56
2026
Q1 		$579K Buy
7,571
+404
+6% +$32.3K 0.16% 57
2025
Q4 		$579K Sell
7,167
-194
-3% -$15.4K 0.16% 59
2025
Q3 		$577K Buy
7,361
+832
+13% +$62.8K 0.18% 43
2025
Q2 		$475K Sell
6,529
-285
-4% -$19.2K 0.15% 49
2025
Q1 		$448K Sell
6,814
-2,274
-25% -$157K 0.16% 45
2024
Q4 		$627K Sell
9,088
-870
-9% -$60.3K 0.23% 36
2024
Q3 		$672K Sell
9,958
-2,479
-20% -$161K 0.25% 35
2024
Q2 		$796K Buy
12,437
+2,157
+21% +$133K 0.33% 27
2024
Q1 		$633K Buy
10,280
+711
+7% +$41.6K 0.29% 30
2023
Q4 		$526K Sell
9,569
-1,806
-16% -$94.6K 0.48% 18
2023
Q3 		$572K Sell
11,375
-2,707
-19% -$142K 0.33% 27
2023
Q2 		$735K Sell
14,082
-86
-0.6% -$4.24K 0.42% 24
2023
Q1 		$685K Buy
14,168
+657
+5% +$30.8K 0.42% 24
2022
Q4 		$605K Buy
13,511
+495
+4% +$22.4K 0.4% 26
2022
Q3 		$547K Buy
13,016
+2,125
+20% +$99.2K 0.39% 26
2022
Q2 		$483K Buy
+10,891
New +$525K 0.33% 30

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Cypress Financial Planning's SPYM Position: Q3 2026 in Review

Cypress Financial Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.1% in Q3 2026, selling an estimated $7.15K and leaving 7,321 shares worth $657K. The position accounts for 0.18% of the portfolio, ranked #53.

Cypress Financial Planning first reported a position in SPYM in Q2 2022 and has held it in 18 quarters since. The position peaked at $796K in Q2 2024. 1,220 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Cypress Financial Planning held 7,321 shares of State Street SPDR Portfolio S&P 500 ETF worth $657K as of Q3 2026.
  • Cypress Financial Planning sold 80 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $7.15K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Cypress Financial Planning's portfolio in Q3 2026, its #53 holding.
  • Cypress Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $796K in Q2 2024.
  • 1,220 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.