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 Q3	$1.08M	Buy	12,085 +10	+0.1%	+$894	0.28%	38
2026 Q2	$1.06M	Buy	12,075 +9	+0.1%	+$768	0.28%	35
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fiduciary Planning's SPYM Position: Q3 2026 in Review

Fiduciary Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.08% in Q3 2026, buying an estimated $894 and bringing the position to 12,085 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #38.

Fiduciary Planning first reported a position in SPYM in Q2 2021 and has held it in 22 quarters since. The position peaked at $10.5M in Q4 2021. 976 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Fiduciary Planning held 12,085 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.08M as of Q3 2026.
Fiduciary Planning bought 10 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $894.
State Street SPDR Portfolio S&P 500 ETF made up 0.28% of Fiduciary Planning's portfolio in Q3 2026, its #38 holding.
Fiduciary Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
Fiduciary Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.5M in Q4 2021.
976 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.