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

Holistic 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	$2M	Sell	22,779 -128,729	-85%	-$11M	0.31%	74
2026 Q1	$11.6M	Buy	151,508 +38,915	+35%	+$3.11M	2.31%	9
2025 Q4	$9.03M	Buy	112,593 +104,570	+1,303%	+$8.32M	1.93%	10
2025 Q3	$629K	Buy	8,023 +1,977	+33%	+$149K	0.17%	105
2025 Q2	$439K	Buy	+6,046	New	+$407K	0.13%	133

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

Holistic Planning's SPYM Position: Q2 2026 in Review

Holistic Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 85% in Q2 2026, selling an estimated $11M and leaving 22,779 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #74.

Holistic Planning first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Holistic Planning held 22,779 shares of State Street SPDR Portfolio S&P 500 ETF worth $2M as of Q2 2026.
Holistic Planning sold 128,729 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $11M.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Holistic Planning's portfolio in Q2 2026, its #74 holding.
Holistic Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Holistic Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $11.6M in Q1 2026.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.