SFSG
SPYM

Sound Financial Strategies Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Sound Financial Strategies Group’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 		$903K Buy
+10,279
New +$877K 0.57% 36

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Sound Financial Strategies Group's SPYM Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 10,279 shares worth $903K. The stake represents 0.57% of the portfolio and ranks #36 among its holdings.

1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Sound Financial Strategies Group held 10,279 shares of State Street SPDR Portfolio S&P 500 ETF worth $903K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Sound Financial Strategies Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.57% of Sound Financial Strategies Group's portfolio in Q2 2026, its #36 holding.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.