RFS
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Financial Solutions's SPYM Position: Q1 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2% in Q1 2026, buying an estimated $436K and bringing the position to 275,306 shares worth $21.1M. The position accounts for 6.02% of the portfolio, ranked #4.

Retirement Financial Solutions first reported a position in SPYM in Q4 2022 and has held it in 11 quarters since. The position peaked at $40M in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Retirement Financial Solutions held 275,306 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.1M as of Q1 2026.
  • Retirement Financial Solutions bought 5,455 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $436K.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.02% of Retirement Financial Solutions's portfolio in Q1 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 11 quarters since.
  • Retirement Financial Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $40M in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.