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 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

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

Quantum Financial Planning Services's SPYM Position: Q2 2026 in Review

Quantum Financial Planning Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.4% in Q2 2026, buying an estimated $3.88M and bringing the position to 584,920 shares worth $51.4M. The position accounts for 15.94% of the portfolio, ranked #3.

Quantum Financial Planning Services first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Quantum Financial Planning Services held 584,920 shares of State Street SPDR Portfolio S&P 500 ETF worth $51.4M as of Q2 2026.
Quantum Financial Planning Services bought 45,476 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.88M.
State Street SPDR Portfolio S&P 500 ETF made up 15.94% of Quantum Financial Planning Services's portfolio in Q2 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 7 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.