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

Mallini Complete 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
Q3 		$1.02M Buy
+11,368
New +$1.02M 0.72% 12

Other funds holding SPYM

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
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Mallini Complete Financial Planning's SPYM Position: Q3 2026 in Review

Mallini Complete Financial Planning opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 11,368 shares worth $1.02M. The stake represents 0.72% of the portfolio and ranks #12 among its holdings.

1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Mallini Complete Financial Planning held 11,368 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.02M as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Mallini Complete Financial Planning position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.72% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #12 holding.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.