IFPG
SPYM

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

Intrepid Financial Planning Group’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
Q1 		$3.04M Sell
39,725
-366
-0.9% -$29.3K 1.23% 19
2025
Q4 		$3.22M Buy
40,091
+89
+0.2% +$7.08K 1.22% 22
2025
Q3 		$3.13M Sell
40,002
-216
-0.5% -$16.3K 1.19% 23
2025
Q2 		$2.92M Sell
40,218
-1,268
-3% -$85.3K 1.23% 21
2025
Q1 		$2.73M Buy
41,486
+72
+0.2% +$4.98K 1.26% 20
2024
Q4 		$2.86M Buy
41,414
+1,156
+3% +$80.1K 1.21% 22
2024
Q3 		$2.72M Sell
40,258
-670
-2% -$43.6K 1.16% 21
2024
Q2 		$2.62M Sell
40,928
-103
-0.3% -$6.34K 1.12% 22
2024
Q1 		$2.52M Buy
41,031
+66
+0.2% +$3.87K 1.09% 22
2023
Q4 		$2.29M Sell
40,965
-1,897
-4% -$99.4K 1.1% 24
2023
Q3 		$2.15M Sell
42,862
-81
-0.2% -$4.24K 1.12% 22
2023
Q2 		$2.24M Sell
42,943
-564
-1% -$27.8K 1.07% 23
2023
Q1 		$2.09M Sell
43,507
-942
-2% -$44.2K 1.06% 24
2022
Q4 		$2M Sell
44,449
-13,938
-24% -$630K 1.09% 25
2022
Q3 		$2.45M Sell
58,387
-479
-0.8% -$22.4K 1.39% 19
2022
Q2 		$2.61M Buy
+58,866
New +$2.84M 1.43% 19

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Intrepid Financial Planning Group's SPYM Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.91% in Q1 2026, selling an estimated $29.3K and leaving 39,725 shares worth $3.04M. The position accounts for 1.23% of the portfolio, ranked #19.

Intrepid Financial Planning Group first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.22M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Intrepid Financial Planning Group held 39,725 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.04M as of Q1 2026.
  • Intrepid Financial Planning Group sold 366 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $29.3K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.23% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #19 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.22M in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.