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
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 $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 $424B AUM 22.94% 1-Year Est. Return

Peak Retirement Planning's SPYM Position: Q1 2026 in Review

Peak Retirement Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.46% in Q1 2026, selling an estimated $1.36K and leaving 3,676 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #130.

Peak Retirement Planning first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $296K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Peak Retirement Planning held 3,676 shares of State Street SPDR Portfolio S&P 500 ETF worth $281K as of Q1 2026.
  • Peak Retirement Planning sold 17 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.36K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Peak Retirement Planning's portfolio in Q1 2026, its #130 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 2 quarters since.
  • Peak Retirement Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $296K in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.