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

PDS 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	$307K	Buy	+3,418	New	+$306K	0.02%	443

Other funds holding SPYM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PDS Planning's SPYM Position: Q3 2026 in Review

PDS Planning opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 3,418 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings.

1,017 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

PDS Planning held 3,418 shares of State Street SPDR Portfolio S&P 500 ETF worth $307K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new PDS Planning position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of PDS Planning's portfolio in Q3 2026, its #443 holding.
1,017 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.