Phillips Financial Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Phillips Financial Management’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	$164K	Hold	2,139	–	–	0.01%	202
2025 Q4	$172K	Hold	2,139	–	–	0.01%	213
2025 Q3	$168K	Hold	2,139	–	–	0.01%	220
2025 Q2	$155K	Buy	2,139 +114	+6%	+$7.67K	0.01%	193
2025 Q1	$133K	Hold	2,025	–	–	0.01%	190
2024 Q4	$140K	Hold	2,025	–	–	0.01%	182
2024 Q3	$137K	Sell	2,025 -631	-24%	-$41K	0.01%	195
2024 Q2	$170K	Buy	2,656 +631	+31%	+$38.8K	0.01%	186
2024 Q1	$125K	Hold	2,025	–	–	0.01%	194
2023 Q4	$113K	Buy	+2,025	New	+$106K	0.01%	178

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

Phillips Financial Management's SPYM Position: Q1 2026 in Review

Phillips Financial Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 2,139 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #202.

Phillips Financial Management first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $172K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Phillips Financial Management held 2,139 shares of State Street SPDR Portfolio S&P 500 ETF worth $164K as of Q1 2026.
Phillips Financial Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #202 holding.
Phillips Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Phillips Financial Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $172K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.