SPAS
SPYM

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

Spectrum Planning & Advisory Services’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 		$15.6M Buy
177,442
+102,565
+137% +$8.75M 6.98% 1
2026
Q1 		$5.73M Buy
74,877
+3,098
+4% +$248K 2.84% 11
2025
Q4 		$5.76M Sell
71,779
-1,835
-2% -$146K 2.96% 10
2025
Q3 		$5.77M Sell
73,614
-4,756
-6% -$359K 3.26% 9
2025
Q2 		$5.7M Sell
78,370
-142,168
-64% -$9.56M 3.68% 8
2025
Q1 		$14.5M Sell
220,538
-51,649
-19% -$3.57M 12.07% 1
2024
Q4 		$18.8M Sell
272,187
-3,057
-1% -$212K 16.28% 1
2024
Q3 		$18.6M Sell
275,244
-4,451
-2% -$289K 17.86% 1
2024
Q2 		$18M Buy
+279,695
New +$17.2M 17.34% 1
2023
Q4 		$20.1M Buy
359,043
+11,922
+3% +$625K 28.43% 1
2023
Q3 		$17.4M Buy
347,121
+72,118
+26% +$3.77M 27.51% 1
2023
Q2 		$14.4M Sell
275,003
-449
-0.2% -$22.2K 21.5% 1
2023
Q1 		$13.3M Sell
275,452
-42,890
-13% -$2.01M 21.53% 1
2022
Q4 		$14.3M Sell
318,342
-5,345
-2% -$242K 19.54% 1
2022
Q3 		$13.6M Buy
323,687
+22,936
+8% +$1.07M 13.74% 1
2022
Q2 		$13.3M Buy
300,751
+24,575
+9% +$1.18M 13.9% 1
2022
Q1 		$14.7M Buy
276,176
+91,018
+49% +$4.77M 13.41% 1
2021
Q4 		$10.3M Buy
185,158
+24,106
+15% +$1.3M 9.4% 2
2021
Q3 		$8.13M Buy
161,052
+21,122
+15% +$1.1M 7.96% 2
2021
Q2 		$7.04M Buy
139,930
+6,268
+5% +$308K 6.77% 4
2021
Q1 		$6.23M Buy
133,662
+27,481
+26% +$1.25M 6.4% 6
2020
Q4 		$4.67M Buy
+106,181
New +$4.43M 5.02% 6

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPYM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 137% in Q2 2026, buying an estimated $8.75M and bringing the position to 177,442 shares worth $15.6M. The position accounts for 6.98% of the portfolio, ranked #1.

Spectrum Planning & Advisory Services first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.1M in Q4 2023. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Spectrum Planning & Advisory Services held 177,442 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.6M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 102,565 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $8.75M.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.98% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Spectrum Planning & Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.1M in Q4 2023.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.