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 Q2	$3.54M	Buy	40,283 +558	+1%	+$47.6K	1.2%	21
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

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

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 $123B AUM 45.23% 1-Year Est. Return

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

Intrepid Financial Planning Group's SPYM Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, buying an estimated $47.6K and bringing the position to 40,283 shares worth $3.54M. The position accounts for 1.2% of the portfolio, ranked #21.

Intrepid Financial Planning Group first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Intrepid Financial Planning Group held 40,283 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.54M as of Q2 2026.
Intrepid Financial Planning Group bought 558 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $47.6K.
State Street SPDR Portfolio S&P 500 ETF made up 1.2% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #21 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 17 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.