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

Fiduciary 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	$924K	Buy	12,066 +9	+0.1%	+$720	0.28%	39
2025 Q4	$967K	Buy	12,057 +10	+0.1%	+$795	0.29%	35
2025 Q3	$944K	Sell	12,047 -395	-3%	-$29.8K	0.29%	38
2025 Q2	$904K	Sell	12,442 -122	-1%	-$8.2K	0.3%	39
2025 Q1	$826K	Buy	12,564 +14	+0.1%	+$968	0.27%	41
2024 Q4	$865K	Buy	12,550 +13	+0.1%	+$901	0.28%	40
2024 Q3	$846K	Sell	12,537 -56	-0.4%	-$3.64K	0.29%	36
2024 Q2	$806K	Sell	12,593 -66	-0.5%	-$4.06K	0.29%	36
2024 Q1	$779K	Sell	12,659 -89	-0.7%	-$5.21K	0.29%	32
2023 Q4	$713K	Sell	12,748 -84,140	-87%	-$4.41M	0.3%	30
2023 Q3	$4.87M	Sell	96,888 -55,935	-37%	-$2.93M	2.3%	16
2023 Q2	$7.96M	Sell	152,823 -32,175	-17%	-$1.59M	3.67%	7
2023 Q1	$8.91M	Buy	184,998 +4,486	+2%	+$210K	4.22%	7
2022 Q4	$8.12M	Buy	180,512 +8,089	+5%	+$366K	3.94%	7
2022 Q3	$7.24M	Buy	172,423 +4,439	+3%	+$207K	3.72%	8
2022 Q2	$7.45M	Sell	167,984 -22,625	-12%	-$1.09M	3.68%	7
2022 Q1	$10.1M	Buy	190,609 +2,855	+2%	+$149K	5.56%	5
2021 Q4	$10.5M	Buy	187,754 +11,381	+6%	+$615K	5.9%	5
2021 Q3	$8.9M	Buy	176,373 +95,738	+119%	+$4.97M	4.74%	5
2021 Q2	$4.06M	Buy	+80,635	New	+$3.96M	3.51%	7

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Planning's SPYM Position: Q1 2026 in Review

Fiduciary Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.07% in Q1 2026, buying an estimated $720 and bringing the position to 12,066 shares worth $924K. The position accounts for 0.28% of the portfolio, ranked #39.

Fiduciary Planning first reported a position in SPYM in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q4 2021. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Fiduciary Planning held 12,066 shares of State Street SPDR Portfolio S&P 500 ETF worth $924K as of Q1 2026.
Fiduciary Planning bought 9 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $720.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Fiduciary Planning's portfolio in Q1 2026, its #39 holding.
Fiduciary Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
Fiduciary Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.5M in Q4 2021.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.