Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Retirement Planning Group (Kansas)’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	$2.65M	Sell	30,115 -714	-2%	-$60.9K	0.07%	123
2026 Q1	$2.36M	Sell	30,829 -5,224	-14%	-$418K	0.07%	115
2025 Q4	$2.89M	Sell	36,053 -3,482	-9%	-$277K	0.1%	94
2025 Q3	$3.1M	Sell	39,535 -2,060	-5%	-$155K	0.11%	86
2025 Q2	$3.02M	Sell	41,595 -2,107	-5%	-$142K	0.13%	62
2025 Q1	$2.87M	Buy	43,702 +27,699	+173%	+$1.92M	0.13%	64
2024 Q4	$1.1M	Buy	16,003 +12,629	+374%	+$875K	0.06%	120
2024 Q3	$228K	Buy	+3,374	New	+$219K	0.01%	251

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 Planning Group (Kansas)'s SPYM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, selling an estimated $60.9K and leaving 30,115 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #123.

Retirement Planning Group (Kansas) first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.1M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Retirement Planning Group (Kansas) held 30,115 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.65M as of Q2 2026.
Retirement Planning Group (Kansas) sold 714 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $60.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #123 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $3.1M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.