PRP
SPYM

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

Peak Retirement 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 		$323K Sell
3,671
-5
-0.1% -$427 0.05% 138
2026
Q1 		$281K Sell
3,676
-17
-0.5% -$1.36K 0.06% 130
2025
Q4 		$296K Buy
+3,693
New +$294K 0.07% 121

Other funds holding SPYM

Jones Financial Companies
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Peak Retirement Planning's SPYM Position: Q2 2026 in Review

Peak Retirement Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.14% in Q2 2026, selling an estimated $427 and leaving 3,671 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #138.

Peak Retirement Planning first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Peak Retirement Planning held 3,671 shares of State Street SPDR Portfolio S&P 500 ETF worth $323K as of Q2 2026.
  • Peak Retirement Planning sold 5 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $427.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #138 holding.
  • Peak Retirement Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.