Green Ridge Wealth Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Green Ridge Wealth 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	$301K	Sell	3,429 -634	-16%	-$54.1K	0.13%	68
2026 Q1	$311K	Sell	4,063 -292	-7%	-$23.4K	0.16%	57
2025 Q4	$349K	Buy	+4,355	New	+$346K	0.18%	57

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

Green Ridge Wealth Planning's SPYM Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, selling an estimated $54.1K and leaving 3,429 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #68.

Green Ridge Wealth Planning first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Green Ridge Wealth Planning held 3,429 shares of State Street SPDR Portfolio S&P 500 ETF worth $301K as of Q2 2026.
Green Ridge Wealth Planning sold 634 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $54.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #68 holding.
Green Ridge Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Green Ridge Wealth Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $349K in Q4 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.