FFP
SPYM

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
Q3 		$2.65M Sell
29,479
-211
-0.7% -$18.9K 2.06% 14
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

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Frisco Financial Planning's SPYM Position: Q3 2026 in Review

Frisco Financial Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.71% in Q3 2026, selling an estimated $18.9K and leaving 29,479 shares worth $2.65M. The position accounts for 2.06% of the portfolio, ranked #14.

Frisco Financial Planning first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Frisco Financial Planning held 29,479 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.65M as of Q3 2026.
  • Frisco Financial Planning sold 211 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $18.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.06% of Frisco Financial Planning's portfolio in Q3 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 8 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.