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

Sequent 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	$1.54M	Buy	17,482 +13,378	+326%	+$1.14M	0.33%	67
2026 Q1	$314K	Buy	4,104 +1,175	+40%	+$94K	0.08%	172
2025 Q4	$235K	Sell	2,929 -70	-2%	-$5.57K	0.06%	200
2025 Q3	$235K	Sell	2,999 -194	-6%	-$14.6K	0.07%	183
2025 Q2	$232K	Sell	3,193 -574	-15%	-$38.6K	0.07%	146
2025 Q1	$248K	Sell	3,767 -940	-20%	-$65K	0.09%	127
2024 Q4	$324K	Sell	4,707 -1,152	-20%	-$79.9K	0.12%	108
2024 Q3	$396K	Sell	5,859 -20,996	-78%	-$1.37M	0.14%	102
2024 Q2	$1.72M	Buy	26,855 +3,024	+13%	+$186K	0.59%	30
2024 Q1	$1.47M	Buy	+23,831	New	+$1.4M	0.53%	31

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

Sequent Planning's SPYM Position: Q2 2026 in Review

Sequent Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 326% in Q2 2026, buying an estimated $1.14M and bringing the position to 17,482 shares worth $1.54M. The position accounts for 0.33% of the portfolio, ranked #67.

Sequent Planning first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.72M in Q2 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sequent Planning held 17,482 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.54M as of Q2 2026.
Sequent Planning bought 13,378 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.14M.
State Street SPDR Portfolio S&P 500 ETF made up 0.33% of Sequent Planning's portfolio in Q2 2026, its #67 holding.
Sequent Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.72M in Q2 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.