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

Quantum Financial Planning Services’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	$55.9M	Buy	622,740 +37,820	+6%	+$3.38M	15.23%	3
2026 Q2	$51.4M	Buy	584,920 +45,476	+8%	+$3.88M	15.94%	3
2026 Q1	$41.3M	Buy	539,444 +33,873	+7%	+$2.71M	14.83%	3
2025 Q4	$40.6M	Buy	505,571 +24,590	+5%	+$1.96M	14.7%	3
2025 Q3	$37.7M	Buy	480,981 +16,154	+3%	+$1.22M	15.24%	3
2025 Q2	$33.8M	Buy	464,827 +20,311	+5%	+$1.37M	15.91%	3
2025 Q1	$29.2M	Buy	444,516 +17,794	+4%	+$1.23M	15.99%	3
2024 Q4	$29.4M	Buy	+426,722	New	+$29.6M	16.32%	3

Other funds holding SPYM

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Quantum Financial Planning Services's SPYM Position: Q3 2026 in Review

Quantum Financial Planning Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.5% in Q3 2026, buying an estimated $3.38M and bringing the position to 622,740 shares worth $55.9M. The position accounts for 15.23% of the portfolio, ranked #3.

Quantum Financial Planning Services first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 298 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Quantum Financial Planning Services held 622,740 shares of State Street SPDR Portfolio S&P 500 ETF worth $55.9M as of Q3 2026.
Quantum Financial Planning Services bought 37,820 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.38M.
State Street SPDR Portfolio S&P 500 ETF made up 15.23% of Quantum Financial Planning Services's portfolio in Q3 2026, its #3 holding.
Quantum Financial Planning Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
298 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.