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

Investment Planning Advisors’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	$53.2M	Buy	604,935 +26,732	+5%	+$2.28M	12.31%	1
2026 Q1	$44.3M	Buy	578,203 +54,111	+10%	+$4.33M	12.19%	1
2025 Q4	$42M	Buy	524,092 +6,952	+1%	+$553K	12.24%	1
2025 Q3	$40.5M	Buy	517,140 +117,117	+29%	+$8.83M	12.74%	1
2025 Q2	$29.1M	Buy	400,023 +30,190	+8%	+$2.03M	10.28%	4
2025 Q1	$24.3M	Buy	369,833 +73,610	+25%	+$5.09M	9.88%	2
2024 Q4	$20.4M	Sell	296,223 -73,712	-20%	-$5.11M	8.92%	1
2024 Q3	$23.7M	Hold	369,935	–	–	12.08%	1
2024 Q2	$23.7M	Buy	+369,935	New	+$22.8M	12.08%	1

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

Investment Planning Advisors's SPYM Position: Q2 2026 in Review

Investment Planning Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q2 2026, buying an estimated $2.28M and bringing the position to 604,935 shares worth $53.2M. The position accounts for 12.31% of the portfolio, ranked #1.

Investment Planning Advisors first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Investment Planning Advisors held 604,935 shares of State Street SPDR Portfolio S&P 500 ETF worth $53.2M as of Q2 2026.
Investment Planning Advisors bought 26,732 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.28M.
State Street SPDR Portfolio S&P 500 ETF made up 12.31% of Investment Planning Advisors's portfolio in Q2 2026, its #1 holding.
Investment Planning Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.