Ridgeline Wealth Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ridgeline Wealth Planning’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	$42.1M	Buy	478,689 +30,143	+7%	+$2.57M	26.66%	1
2026 Q1	$34.3M	Buy	448,546 +517	+0.1%	+$41.4K	25.07%	1
2025 Q4	$35.9M	Buy	448,029 +4,556	+1%	+$362K	25.65%	1
2025 Q3	$34.7M	Sell	443,473 -14,117	-3%	-$1.06M	26.09%	1
2025 Q2	$33.3M	Buy	457,590 +38,004	+9%	+$2.56M	27.38%	1
2025 Q1	$27.6M	Buy	419,586 +10,715	+3%	+$741K	27.12%	1
2024 Q4	$28.2M	Buy	+408,871	New	+$28.3M	26.98%	1

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

Ridgeline Wealth Planning's SPYM Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.7% in Q2 2026, buying an estimated $2.57M and bringing the position to 478,689 shares worth $42.1M. The position accounts for 26.66% of the portfolio, ranked #1.

Ridgeline Wealth Planning first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ridgeline Wealth Planning held 478,689 shares of State Street SPDR Portfolio S&P 500 ETF worth $42.1M as of Q2 2026.
Ridgeline Wealth Planning bought 30,143 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.57M.
State Street SPDR Portfolio S&P 500 ETF made up 26.66% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #1 holding.
Ridgeline Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.