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

Sigma Planning Corp’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	$2.82M	Buy	32,043 +8,578	+37%	+$732K	0.07%	285
2026 Q1	$1.8M	Buy	23,465 +76	+0.3%	+$6.08K	0.05%	367
2025 Q4	$1.88M	Buy	23,389 +156	+0.7%	+$12.4K	0.05%	350
2025 Q3	$1.82M	Buy	23,233 +1,470	+7%	+$111K	0.05%	348
2025 Q2	$1.58M	Sell	21,763 -708	-3%	-$47.6K	0.05%	362
2025 Q1	$1.48M	Sell	22,471 -247	-1%	-$17.1K	0.05%	363
2024 Q4	$1.57M	Sell	22,718 -1,522	-6%	-$105K	0.05%	350
2024 Q3	$1.64M	Buy	24,240 +170	+0.7%	+$11.1K	0.05%	349
2024 Q2	$1.54M	Sell	24,070 -13	-0.1%	-$800	0.05%	358
2024 Q1	$1.48M	Buy	24,083 +17,134	+247%	+$1M	0.05%	393
2023 Q4	$388K	Sell	6,949 -23,295	-77%	-$1.22M	0.03%	543
2023 Q3	$1.52M	Buy	30,244 +19,656	+186%	+$1.03M	0.06%	333
2023 Q2	$552K	Sell	10,588 -4,805	-31%	-$237K	0.02%	694
2023 Q1	$741K	Sell	15,393 -310	-2%	-$14.5K	0.02%	635
2022 Q4	$706K	Buy	15,703 +517	+3%	+$23.4K	0.03%	626
2022 Q3	$638K	Sell	15,186 -53,464	-78%	-$2.5M	0.02%	637
2022 Q2	$3.04M	Buy	68,650 +1,914	+3%	+$92.2K	0.11%	200
2022 Q1	$3.55M	Buy	66,736 +56,881	+577%	+$2.98M	0.11%	196
2021 Q4	$550K	Buy	9,855 +1,124	+13%	+$60.7K	0.02%	813
2021 Q3	$441K	Sell	8,731 -1,252	-13%	-$64.9K	0.01%	873
2021 Q2	$502K	Buy	9,983 +922	+10%	+$45.2K	0.02%	832
2021 Q1	$422K	Buy	9,061 +1,716	+23%	+$77.8K	0.01%	838
2020 Q4	$323K	Buy	7,345 +1,446	+25%	+$60.3K	0.01%	871
2020 Q3	$232K	Buy	5,899 +4	+0.1%	+$156	0.01%	903
2020 Q2	$214K	Buy	+5,895	New	+$203K	0.01%	916

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

Sigma Planning Corp's SPYM Position: Q2 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q2 2026, buying an estimated $732K and bringing the position to 32,043 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #285.

Sigma Planning Corp first reported a position in SPYM in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.55M in Q1 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Sigma Planning Corp held 32,043 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.82M as of Q2 2026.
Sigma Planning Corp bought 8,578 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $732K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Sigma Planning Corp's portfolio in Q2 2026, its #285 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.55M in Q1 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.