IFPL
SPYM

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

Investments & Financial Planning LLC’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 		$746K Sell
9,752
-583
-6% -$46.6K 0.41% 16
2025
Q4 		$829K Sell
10,335
-1,135
-10% -$90.3K 0.44% 17
2025
Q3 		$899K Sell
11,470
-825
-7% -$62.2K 0.49% 17
2025
Q2 		$894K Sell
12,295
-45
-0.4% -$3.03K 0.51% 17
2025
Q1 		$811K Sell
12,340
-119
-1% -$8.23K 0.53% 17
2024
Q4 		$859K Sell
12,459
-219
-2% -$15.2K 0.53% 16
2024
Q3 		$856K Sell
12,678
-1,142
-8% -$74.3K 0.54% 16
2024
Q2 		$884K Sell
13,820
-806
-6% -$49.6K 0.59% 15
2024
Q1 		$900K Sell
14,626
-580
-4% -$34K 0.62% 15
2023
Q4 		$850K Sell
15,206
-3,438
-18% -$180K 0.64% 15
2023
Q3 		$937K Sell
18,644
-1,001
-5% -$52.4K 0.84% 19
2023
Q2 		$1.02M Sell
19,645
-46
-0.2% -$2.27K 0.89% 18
2023
Q1 		$948K Sell
19,691
-1,020
-5% -$47.9K 0.87% 18
2022
Q4 		$932K Buy
+20,711
New +$936K 0.91% 17
2022
Q2 		$936K Sell
21,105
-2,492
-11% -$120K 0.96% 15
2022
Q1 		$1.25M Buy
23,597
+215
+0.9% +$11.3K 1.1% 16
2021
Q4 		$1.24M Buy
+23,382
New +$1.26M 1.11% 16

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

Investments & Financial Planning LLC's SPYM Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.6% in Q1 2026, selling an estimated $46.6K and leaving 9,752 shares worth $746K. The position accounts for 0.41% of the portfolio, ranked #16.

Investments & Financial Planning LLC first reported a position in SPYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.25M in Q1 2022. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Investments & Financial Planning LLC held 9,752 shares of State Street SPDR Portfolio S&P 500 ETF worth $746K as of Q1 2026.
  • Investments & Financial Planning LLC sold 583 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $46.6K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.41% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #16 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Investments & Financial Planning LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.25M in Q1 2022.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.