PF
SPYM

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

PlanVest 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 		$1.01M Sell
11,519
-35
-0.3% -$2.99K 0.68% 36
2026
Q1 		$884K Buy
+11,554
New +$924K 0.67% 34

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PlanVest Financial's SPYM Position: Q2 2026 in Review

PlanVest Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.3% in Q2 2026, selling an estimated $2.99K and leaving 11,519 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #36.

PlanVest Financial first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • PlanVest Financial held 11,519 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.01M as of Q2 2026.
  • PlanVest Financial sold 35 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.99K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.68% of PlanVest Financial's portfolio in Q2 2026, its #36 holding.
  • PlanVest Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.