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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Cypress Financial Planning's SPYM Position: Q2 2026 in Review

Cypress Financial Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, selling an estimated $14.5K and leaving 7,401 shares worth $650K. The position accounts for 0.16% of the portfolio, ranked #56.

Cypress Financial Planning first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $796K in Q2 2024. 336 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Cypress Financial Planning held 7,401 shares of State Street SPDR Portfolio S&P 500 ETF worth $650K as of Q2 2026.
Cypress Financial Planning sold 170 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Cypress Financial Planning's portfolio in Q2 2026, its #56 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 17 quarters since.
Cypress Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $796K in Q2 2024.
336 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.