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

Financial Life Planners’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	$314K	Sell	3,570 -2,309	-39%	-$197K	0.2%	46
2026 Q1	$450K	Buy	5,879 +14	+0.2%	+$1.12K	0.35%	29
2025 Q4	$470K	Buy	5,865 +17	+0.3%	+$1.35K	0.34%	32
2025 Q3	$458K	Buy	5,848 +18	+0.3%	+$1.36K	0.31%	32
2025 Q2	$424K	Sell	5,830 -147	-2%	-$9.88K	0.34%	33
2025 Q1	$393K	Hold	5,977	–	–	0.38%	33
2024 Q4	$412K	Buy	+5,977	New	+$414K	0.35%	30

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Life Planners's SPYM Position: Q2 2026 in Review

Financial Life Planners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 39% in Q2 2026, selling an estimated $197K and leaving 3,570 shares worth $314K. The position accounts for 0.2% of the portfolio, ranked #46.

Financial Life Planners first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q4 2025. 888 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Financial Life Planners held 3,570 shares of State Street SPDR Portfolio S&P 500 ETF worth $314K as of Q2 2026.
Financial Life Planners sold 2,309 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $197K.
State Street SPDR Portfolio S&P 500 ETF made up 0.2% of Financial Life Planners's portfolio in Q2 2026, its #46 holding.
Financial Life Planners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's State Street SPDR Portfolio S&P 500 ETF position peaked at $470K in Q4 2025.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.