Plan A Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Plan A Wealth’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	$364K	Sell	4,145 -608	-13%	-$51.9K	0.16%	106
2026 Q1	$364K	Sell	4,753 -1,324	-22%	-$106K	0.17%	103
2025 Q4	$487K	Sell	6,077 -1,503	-20%	-$120K	0.24%	72
2025 Q3	$594K	Sell	7,580 -9,996	-57%	-$754K	0.3%	52
2025 Q2	$1.28M	Sell	17,576 -15,172	-46%	-$1.02M	0.72%	21
2025 Q1	$2.15M	Sell	32,748 -11,197	-25%	-$774K	1.67%	14
2024 Q4	$3.03M	Buy	+43,945	New	+$3.05M	2.77%	6

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Plan A Wealth's SPYM Position: Q2 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $51.9K and leaving 4,145 shares worth $364K. The position accounts for 0.16% of the portfolio, ranked #106.

Plan A Wealth first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Plan A Wealth held 4,145 shares of State Street SPDR Portfolio S&P 500 ETF worth $364K as of Q2 2026.
Plan A Wealth sold 608 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $51.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Plan A Wealth's portfolio in Q2 2026, its #106 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.03M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.