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

Plan Group Financial’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	$318K	Sell	3,623 -122	-3%	-$10.4K	0.07%	169
2026 Q1	$287K	Buy	3,745 +141	+4%	+$11.3K	0.07%	175
2025 Q4	$289K	Sell	3,604 -611	-14%	-$48.6K	0.08%	157
2025 Q3	$330K	Buy	4,215 +13	+0.3%	+$981	0.09%	139
2025 Q2	$305K	Sell	4,202 -114	-3%	-$7.67K	0.1%	128
2025 Q1	$284K	Buy	4,316 +13	+0.3%	+$899	0.1%	121
2024 Q4	$297K	Buy	4,303 +15	+0.3%	+$1.04K	0.16%	91
2024 Q3	$289K	Buy	4,288 +13	+0.3%	+$845	0.15%	91
2024 Q2	$274K	Buy	4,275 +141	+3%	+$8.68K	0.17%	76
2024 Q1	$254K	Sell	4,134 -1,299	-24%	-$76.1K	0.17%	80
2023 Q4	$304K	Sell	5,433 -1,832	-25%	-$96K	0.27%	52
2023 Q3	$365K	Buy	+7,265	New	+$380K	0.26%	42

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 Group Financial's SPYM Position: Q2 2026 in Review

Plan Group Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.3% in Q2 2026, selling an estimated $10.4K and leaving 3,623 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #169.

Plan Group Financial first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $365K in Q3 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Plan Group Financial held 3,623 shares of State Street SPDR Portfolio S&P 500 ETF worth $318K as of Q2 2026.
Plan Group Financial sold 122 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #169 holding.
Plan Group Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Plan Group Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $365K in Q3 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.