Phillips Financial Management
SPYM icon

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
Q3 		$192K Hold
2,139
– – 0.01% 206
2026
Q2 		$188K Hold
2,139
– – 0.01% 211
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

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
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Phillips Financial Management's SPYM Position: Q3 2026 in Review

Phillips Financial Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 2,139 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #206.

Phillips Financial Management first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Phillips Financial Management held 2,139 shares of State Street SPDR Portfolio S&P 500 ETF worth $192K as of Q3 2026.
  • Phillips Financial Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Phillips Financial Management's portfolio in Q3 2026, its #206 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 12 quarters since.
  • 1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.