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

RCS Financial Planning’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
2025 Q1	–	Sell	-2,916	Closed	-$201K	–	80
2024 Q4	$201K	Sell	2,916 -1,173	-29%	-$81.3K	0.11%	76
2024 Q3	$276K	Sell	4,089 -887	-18%	-$57.7K	0.15%	64
2024 Q2	$318K	Buy	+4,976	New	+$306K	0.19%	64
2024 Q1	–	Sell	-8,132	Closed	-$455K	–	72
2023 Q4	$455K	Buy	8,132 +346	+4%	+$18.1K	0.3%	49
2023 Q3	$391K	Buy	+7,786	New	+$407K	0.3%	46
2023 Q1	–	Sell	-7,645	Closed	-$344K	–	53
2022 Q4	$344K	Buy	+7,645	New	+$346K	0.33%	43

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCS Financial Planning's SPYM Position: Q1 2025 in Review

RCS Financial Planning sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2025, closing a stake of 2,916 shares — an estimated $201K sold.

RCS Financial Planning first reported a position in SPYM in Q4 2022 and held it in 6 quarters. The position peaked at $455K in Q4 2023. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

RCS Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
RCS Financial Planning sold 2,916 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $201K.
RCS Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 6 quarters.
RCS Financial Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $455K in Q4 2023.
1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on RCS Financial Planning's 13F filing for Q1 2025, filed 25 Apr 2025.