MSFP
SPYM

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

Mark Sheptoff 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
Q1 		– Sell
-300
Closed -$24.1K – 565
2025
Q4 		$24.1K Hold
300
– – 0.01% 261
2025
Q3 		$23.5K Hold
300
– – 0.01% 262
2025
Q2 		$21.8K Buy
+300
New +$20.2K 0.01% 263

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 $374B AUM 17.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPYM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 300 shares — an estimated $24.1K sold.

Mark Sheptoff Financial Planning first reported a position in SPYM in Q2 2025 and held it in 3 quarters. The position peaked at $24.1K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $24.1K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $24.1K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.