Intrepid Financial Planning Group
SPYM icon

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
Q3 		$3.6M Sell
40,071
-212
-0.5% -$19K 1.07% 21
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% +$3.86K 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 $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Intrepid Financial Planning Group's SPYM Position: Q3 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.53% in Q3 2026, selling an estimated $19K and leaving 40,071 shares worth $3.6M. The position accounts for 1.07% of the portfolio, ranked #21.

Intrepid Financial Planning Group first reported a position in SPYM in Q2 2022 and has held it in 18 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Intrepid Financial Planning Group held 40,071 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.6M as of Q3 2026.
  • Intrepid Financial Planning Group sold 212 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $19K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.07% of Intrepid Financial Planning Group's portfolio in Q3 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 18 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.