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

Frisco 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 Q2	$2.61M	Buy	29,690 +4,040	+16%	+$345K	1.97%	14
2026 Q1	$1.96M	Buy	25,650 +254	+1%	+$20.3K	1.62%	14
2025 Q4	$2.04M	Sell	25,396 -1,150	-4%	-$91.5K	1.7%	14
2025 Q3	$2.08M	Sell	26,546 -532	-2%	-$40.1K	1.77%	14
2025 Q2	$1.97M	Sell	27,078 -424	-2%	-$28.5K	1.79%	12
2025 Q1	$1.81M	Sell	27,502 -1,259	-4%	-$87.1K	1.75%	12
2024 Q4	$1.98M	Buy	+28,761	New	+$1.99M	1.96%	12

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Frisco Financial Planning's SPYM Position: Q2 2026 in Review

Frisco Financial Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $345K and bringing the position to 29,690 shares worth $2.61M. The position accounts for 1.97% of the portfolio, ranked #14.

Frisco Financial Planning first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Frisco Financial Planning held 29,690 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.61M as of Q2 2026.
Frisco Financial Planning bought 4,040 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $345K.
State Street SPDR Portfolio S&P 500 ETF made up 1.97% of Frisco Financial Planning's portfolio in Q2 2026, its #14 holding.
Frisco Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Frisco Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.