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

Leading Edge Financial 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 Q2	$86.7M	Buy	986,037 +71,335	+8%	+$6.09M	15.43%	1
2026 Q1	$70M	Buy	914,702 +83,034	+10%	+$6.64M	14.73%	1
2025 Q4	$66.7M	Buy	831,668 +55,915	+7%	+$4.45M	15.2%	1
2025 Q3	$60.8M	Buy	775,753 +34,675	+5%	+$2.62M	15.25%	1
2025 Q2	$53.9M	Buy	741,078 +38,315	+5%	+$2.58M	14.97%	1
2025 Q1	$46.2M	Buy	702,763 +33,238	+5%	+$2.3M	14.44%	1
2024 Q4	$46.2M	Buy	669,525 +13,372	+2%	+$927K	15.14%	1
2024 Q3	$44.3M	Buy	656,153 +75,935	+13%	+$4.94M	14.84%	1
2024 Q2	$37.1M	Buy	580,218 +43,543	+8%	+$2.68M	14.9%	1
2024 Q1	$33M	Buy	536,675 +49,213	+10%	+$2.88M	14.63%	1
2023 Q4	$27.2M	Buy	487,462 +9,328	+2%	+$489K	14.14%	1
2023 Q3	$24M	Buy	478,134 +5,519	+1%	+$289K	15.39%	1
2023 Q2	$24.6M	Buy	472,615 +64,079	+16%	+$3.16M	16.12%	2
2023 Q1	$19.7M	Buy	408,536 +90,432	+28%	+$4.24M	14.23%	2
2022 Q4	$14.3M	Buy	+318,104	New	+$14.4M	12.38%	2

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

Leading Edge Financial Planning's SPYM Position: Q2 2026 in Review

Leading Edge Financial Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q2 2026, buying an estimated $6.09M and bringing the position to 986,037 shares worth $86.7M. The position accounts for 15.43% of the portfolio, ranked #1.

Leading Edge Financial Planning first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Leading Edge Financial Planning held 986,037 shares of State Street SPDR Portfolio S&P 500 ETF worth $86.7M as of Q2 2026.
Leading Edge Financial Planning bought 71,335 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.09M.
State Street SPDR Portfolio S&P 500 ETF made up 15.43% of Leading Edge Financial Planning's portfolio in Q2 2026, its #1 holding.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 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 Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.