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 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 $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

Next Level Wealth Planning's SPYM Position: Q1 2026 in Review

Next Level Wealth Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.51% in Q1 2026, buying an estimated $4.72K and bringing the position to 11,696 shares worth $895K. The position accounts for 0.46% of the portfolio, ranked #21.

Next Level Wealth Planning first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $934K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Next Level Wealth Planning held 11,696 shares of State Street SPDR Portfolio S&P 500 ETF worth $895K as of Q1 2026.
Next Level Wealth Planning bought 59 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.72K.
State Street SPDR Portfolio S&P 500 ETF made up 0.46% of Next Level Wealth Planning's portfolio in Q1 2026, its #21 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 6 quarters since.
Next Level Wealth Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $934K 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 Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.