Phillip James Consulting
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Phillip James Consulting’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Phillip James Consulting’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 		$4.52M Buy
50,315
+402
+0.8% +$35.9K 3.04% 12
2026
Q2 		$4.39M Buy
+49,913
New +$4.26M 2.93% 12

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Phillip James Consulting's SPYM Position: Q3 2026 in Review

Phillip James Consulting increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.81% in Q3 2026, buying an estimated $35.9K and bringing the position to 50,315 shares worth $4.52M. The position accounts for 3.04% of the portfolio, ranked #12.

Phillip James Consulting first reported a position in SPYM in Q2 2026 and has held it in 2 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Phillip James Consulting held 50,315 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.52M as of Q3 2026.
  • Phillip James Consulting bought 402 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $35.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.04% of Phillip James Consulting's portfolio in Q3 2026, its #12 holding.
  • Phillip James Consulting first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.