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

Next Level 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 Q2	$1.03M	Hold	11,696	–	–	0.45%	19
2026 Q1	$895K	Buy	11,696 +59	+0.5%	+$4.72K	0.46%	21
2025 Q4	$934K	Sell	11,637 -121	-1%	-$9.62K	0.5%	18
2025 Q3	$921K	Hold	11,758	–	–	0.52%	15
2025 Q2	$855K	Hold	11,758	–	–	0.55%	16
2025 Q1	$773K	Buy	11,758 +33	+0.3%	+$2.28K	0.59%	14
2024 Q4	$808K	Buy	+11,725	New	+$813K	0.64%	14

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Next Level Wealth Planning's SPYM Position: Q2 2026 in Review

Next Level Wealth Planning held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 11,696 shares worth $1.03M. The position accounts for 0.45% of the portfolio, ranked #19.

Next Level Wealth Planning first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Next Level Wealth Planning held 11,696 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.03M as of Q2 2026.
Next Level Wealth Planning left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.45% of Next Level Wealth Planning's portfolio in Q2 2026, its #19 holding.
Next Level Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.