BFC Planning, Inc.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BFC Planning, Inc.’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	$15.5M	Buy	176,771 +37,854	+27%	+$3.23M	0.63%	24
2026 Q1	$10.6M	Buy	138,917 +7,911	+6%	+$633K	0.47%	36
2025 Q4	$10.5M	Buy	131,006 +124,155	+1,812%	+$9.9M	0.46%	39
2025 Q3	$537K	Sell	6,851 -230	-3%	-$17.3K	0.04%	365
2025 Q2	$515K	Buy	7,081 +399	+6%	+$26.8K	0.04%	351
2025 Q1	$439K	Buy	6,682 +991	+17%	+$68.5K	0.04%	363
2024 Q4	$392K	Buy	+5,691	New	+$394K	0.03%	401

Other funds holding SPYM

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 $123B AUM 45.26% 1-Year Est. Return

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

BFC Planning, Inc.'s SPYM Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 27% in Q2 2026, buying an estimated $3.23M and bringing the position to 176,771 shares worth $15.5M. The position accounts for 0.63% of the portfolio, ranked #24.

BFC Planning, Inc. first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,737 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

BFC Planning, Inc. held 176,771 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.5M as of Q2 2026.
BFC Planning, Inc. bought 37,854 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.23M.
State Street SPDR Portfolio S&P 500 ETF made up 0.63% of BFC Planning, Inc.'s portfolio in Q2 2026, its #24 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,737 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.