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

Retirement Financial Solutions’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	$24.8M	Buy	282,726 +7,420	+3%	+$633K	6.11%	4
2026 Q1	$21.1M	Buy	275,306 +5,455	+2%	+$436K	6.02%	4
2025 Q4	$21.6M	Sell	269,851 -241,075	-47%	-$19.2M	6.34%	4
2025 Q3	$40M	Buy	510,926 +9,269	+2%	+$699K	12.53%	1
2025 Q2	$36.5M	Buy	501,657 +35,516	+8%	+$2.39M	12.84%	1
2025 Q1	$30.7M	Buy	466,141 +185,883	+66%	+$12.9M	11.93%	1
2024 Q4	$19.3M	Sell	280,258 -20,397	-7%	-$1.41M	10.42%	4
2024 Q3	$20.3M	Sell	300,655 -2,319	-0.8%	-$151K	8.89%	1
2024 Q2	$19.4M	Buy	302,974 +8,649	+3%	+$532K	9.13%	1
2024 Q1	$18.1M	Buy	294,325 +12,309	+4%	+$721K	9.31%	1
2023 Q4	$15.8M	Buy	+282,016	New	+$14.8M	8.93%	1
2023 Q1	–	Sell	-260	Closed	-$11.7K	–	213
2022 Q4	$11.7K	Buy	+260	New	+$11.8K	0.01%	125

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Retirement Financial Solutions's SPYM Position: Q2 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.7% in Q2 2026, buying an estimated $633K and bringing the position to 282,726 shares worth $24.8M. The position accounts for 6.11% of the portfolio, ranked #4.

Retirement Financial Solutions first reported a position in SPYM in Q4 2022 and has held it in 12 quarters since. The position peaked at $40M in Q3 2025. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Retirement Financial Solutions held 282,726 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.8M as of Q2 2026.
Retirement Financial Solutions bought 7,420 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $633K.
State Street SPDR Portfolio S&P 500 ETF made up 6.11% of Retirement Financial Solutions's portfolio in Q2 2026, its #4 holding.
Retirement Financial Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
Retirement Financial Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $40M in Q3 2025.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.