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

Retirement Income 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	$142M	Sell	1,849,918 -9,564	-0.5%	-$816K	24.38%	1
2026 Q1	$142M	Buy	1,859,482 +61,486	+3%	+$4.92M	24.33%	1
2025 Q4	$144M	Buy	1,797,996 +139,774	+8%	+$11.1M	24.46%	1
2025 Q3	$130M	Buy	1,658,222 +35,791	+2%	+$2.7M	22.21%	1
2025 Q2	$118M	Buy	1,622,431 +719,599	+80%	+$48.4M	21.64%	1
2025 Q1	$59.4M	Buy	902,832 +453,791	+101%	+$31.4M	12.42%	2
2024 Q4	$31M	Buy	449,041 +66,235	+17%	+$4.59M	6.25%	4
2024 Q3	$25.8M	Buy	382,806 +1,450	+0.4%	+$94.3K	5.9%	4
2024 Q2	$24.4M	Sell	381,356 -36,751	-9%	-$2.26M	5.9%	4
2024 Q1	$25.7M	Buy	418,107 +14,012	+3%	+$821K	5.83%	4
2023 Q4	$22.6M	Buy	404,095 +19,161	+5%	+$1M	5.62%	4
2023 Q3	$19.3M	Sell	384,934 -2,201	-0.6%	-$115K	5.41%	4
2023 Q2	$20.2M	Buy	387,135 +6,080	+2%	+$300K	5.4%	4
2023 Q1	$18.3M	Buy	381,055 +31,248	+9%	+$1.47M	5.35%	4
2022 Q4	$15.7M	Buy	349,807 +48,713	+16%	+$2.2M	5%	4
2022 Q3	$12.8M	Buy	301,094 +4,486	+2%	+$209K	4.61%	4
2022 Q2	$13.2M	Sell	296,608 -55,733	-16%	-$2.69M	4.69%	4
2022 Q1	$18.7M	Buy	352,341 +14,886	+4%	+$779K	5.17%	5
2021 Q4	$18.8M	Buy	337,455 +117,915	+54%	+$6.37M	5.04%	5
2021 Q3	$11.1M	Buy	219,540 +2,704	+1%	+$140K	3.71%	6
2021 Q2	$10.9M	Sell	216,836 -49,760	-19%	-$2.44M	3.73%	6
2021 Q1	$12.4M	Sell	266,596 -5,793	-2%	-$263K	4.28%	5
2020 Q4	$12M	Buy	272,389 +144,348	+113%	+$6.02M	4.34%	5
2020 Q3	$5.04M	Buy	128,041 +19,333	+18%	+$753K	2.23%	11
2020 Q2	$3.94M	Buy	108,708 +32,133	+42%	+$1.1M	1.66%	13
2020 Q1	$2.32M	Buy	76,575 +38,820	+103%	+$1.39M	1.3%	11
2019 Q4	$1.43M	Buy	+37,755	New	+$1.37M	0.59%	19

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

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

Retirement Income Solutions reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.51% in Q2 2026, selling an estimated $816K and leaving 1,849,918 shares worth $142M. The position accounts for 24.38% of the portfolio, ranked #1.

Retirement Income Solutions first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $144M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Retirement Income Solutions held 1,849,918 shares of State Street SPDR Portfolio S&P 500 ETF worth $142M as of Q2 2026.
Retirement Income Solutions sold 9,564 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $816K.
State Street SPDR Portfolio S&P 500 ETF made up 24.38% of Retirement Income Solutions's portfolio in Q2 2026, its #1 holding.
Retirement Income Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Retirement Income Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $144M in Q4 2025.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.