EFP
SPYM

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

Elser 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
Q1 		– Sell
-3,646
Closed -$292K – 138
2025
Q4 		$292K Buy
+3,646
New +$290K 0.21% 60

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elser Financial Planning's SPYM Position: Q1 2026 in Review

Elser Financial Planning sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 3,646 shares — an estimated $292K sold.

Elser Financial Planning first reported a position in SPYM in Q4 2025 and held it in 1 quarter. The position peaked at $292K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Elser Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Elser Financial Planning sold 3,646 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $292K.
  • Elser Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • Elser Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $292K in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.