RPCONE
SPYM

Retirement Planning Company of New England’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Retirement Planning Company of New England’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 		$1.38M Buy
15,708
+360
+2% +$30.7K 0.5% 53
2026
Q1 		$1.17M Buy
15,348
+1,778
+13% +$142K 0.48% 58
2025
Q4 		$1.09M Sell
13,570
-1,098
-7% -$87.3K 0.44% 65
2025
Q3 		$1.15M Buy
14,668
+167
+1% +$12.6K 0.46% 59
2025
Q2 		$1.05M Buy
14,501
+1,646
+13% +$111K 0.47% 58
2025
Q1 		$845K Buy
12,855
+482
+4% +$33.3K 0.42% 68
2024
Q4 		$853K Buy
12,373
+333
+3% +$23.1K 0.41% 65
2024
Q3 		$813K Buy
12,040
+114
+1% +$7.41K 0.4% 73
2024
Q2 		$763K Buy
11,926
+650
+6% +$40K 0.42% 68
2024
Q1 		$694K Buy
11,276
+1,365
+14% +$79.9K 0.38% 82
2023
Q4 		$554K Buy
+9,911
New +$519K 0.25% 109
2023
Q3 		– Sell
-4,673
Closed -$244K – 228
2023
Q2 		$244K Buy
4,673
+14
+0.3% +$691 0.14% 182
2023
Q1 		$224K Buy
+4,659
New +$219K 0.14% 191
2022
Q1 		– Sell
-640
Closed -$35K – 776
2021
Q4 		$35K Buy
+640
New +$34.6K 0.02% 460

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Retirement Planning Company of New England's SPYM Position: Q2 2026 in Review

Retirement Planning Company of New England increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 15,708 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #53.

Retirement Planning Company of New England first reported a position in SPYM in Q4 2021 and has held it in 14 quarters since. 1,264 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Retirement Planning Company of New England held 15,708 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.38M as of Q2 2026.
  • Retirement Planning Company of New England bought 360 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $30.7K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.5% of Retirement Planning Company of New England's portfolio in Q2 2026, its #53 holding.
  • Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,264 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.