Deane Retirement Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Deane Retirement Strategies’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	$415K	Sell	4,723 -501	-10%	-$42.7K	0.18%	39
2026 Q1	$400K	Sell	5,224 -6,445	-55%	-$516K	0.16%	32
2025 Q4	$936K	Sell	11,669 -124	-1%	-$9.86K	0.39%	35
2025 Q3	$924K	Buy	11,793 +164	+1%	+$12.4K	0.4%	35
2025 Q2	$845K	Sell	11,629 -74	-0.6%	-$4.98K	0.38%	37
2025 Q1	$770K	Sell	11,703 -1,445	-11%	-$99.9K	0.37%	35
2024 Q4	$906K	Sell	13,148 -418	-3%	-$29K	0.46%	41
2024 Q3	$916K	Sell	13,566 -338	-2%	-$22K	0.45%	40
2024 Q2	$890K	Sell	13,904 -474	-3%	-$29.2K	0.46%	46
2024 Q1	$885K	Buy	14,378 +1,270	+10%	+$74.4K	0.45%	44
2023 Q4	$733K	Sell	13,108 -1,405	-10%	-$73.6K	0.4%	41
2023 Q3	$729K	Buy	14,513 +2,562	+21%	+$134K	0.41%	41
2023 Q2	$623K	Sell	11,951 -52	-0.4%	-$2.57K	0.34%	37
2023 Q1	$578K	Buy	12,003 +2,288	+24%	+$107K	0.32%	44
2022 Q4	$437K	Sell	9,715 -336	-3%	-$15.2K	0.24%	44
2022 Q3	$422K	Sell	10,051 -2,491	-20%	-$116K	0.26%	39
2022 Q2	$562K	Sell	12,542 -3,275	-21%	-$158K	0.35%	38
2022 Q1	$843K	Sell	15,817 -255	-2%	-$13.4K	0.47%	36
2021 Q4	$897K	Sell	16,072 -468	-3%	-$25.3K	0.47%	36
2021 Q3	$835K	Sell	16,540 -2,799	-14%	-$145K	0.47%	35
2021 Q2	$973K	Sell	19,339 -5,344	-22%	-$262K	0.54%	40
2021 Q1	$1.16M	Sell	24,683 -2,213	-8%	-$100K	0.63%	44
2020 Q4	$1.18M	Buy	26,896 +92	+0.3%	+$3.84K	0.72%	50
2020 Q3	$1.05M	Sell	26,804 -5,753	-18%	-$224K	0.72%	38
2020 Q2	$1.18M	Sell	32,557 -207	-0.6%	-$7.12K	0.86%	32
2020 Q1	$991K	Sell	32,764 -6,101	-16%	-$219K	0.73%	41
2019 Q4	$1.47M	Sell	38,865 -574	-1%	-$20.8K	1.01%	38
2019 Q3	$1.37M	Buy	39,439 +1,060	+3%	+$36.8K	0.98%	28
2019 Q2	$1.33M	Sell	38,379 -1,487	-4%	-$50.4K	1.13%	26
2019 Q1	$1.32M	Buy	+39,866	New	+$1.27M	1.16%	27

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Deane Retirement Strategies's SPYM Position: Q2 2026 in Review

Deane Retirement Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q2 2026, selling an estimated $42.7K and leaving 4,723 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #39.

Deane Retirement Strategies first reported a position in SPYM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.47M in Q4 2019. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Deane Retirement Strategies held 4,723 shares of State Street SPDR Portfolio S&P 500 ETF worth $415K as of Q2 2026.
Deane Retirement Strategies sold 501 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $42.7K.
State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Deane Retirement Strategies's portfolio in Q2 2026, its #39 holding.
Deane Retirement Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
Deane Retirement Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.47M in Q4 2019.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.