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

Laurel Wealth Planning’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	$579K	Sell	7,564 -412	-5%	-$33K	0.31%	44
2025 Q4	$640K	Sell	7,976 -5,718	-42%	-$455K	0.35%	43
2025 Q3	$1.07M	Sell	13,694 -4,475	-25%	-$338K	0.57%	37
2025 Q2	$1.32M	Sell	18,169 -8,980	-33%	-$604K	0.75%	31
2025 Q1	$1.79M	Buy	+27,149	New	+$1.88M	1.19%	26

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Planning's SPYM Position: Q1 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q1 2026, selling an estimated $33K and leaving 7,564 shares worth $579K. The position accounts for 0.31% of the portfolio, ranked #44.

Laurel Wealth Planning first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q1 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Laurel Wealth Planning held 7,564 shares of State Street SPDR Portfolio S&P 500 ETF worth $579K as of Q1 2026.
Laurel Wealth Planning sold 412 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $33K.
State Street SPDR Portfolio S&P 500 ETF made up 0.31% of Laurel Wealth Planning's portfolio in Q1 2026, its #44 holding.
Laurel Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Laurel Wealth Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.79M in Q1 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.