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

Tempus 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	$8.79M	Buy	100,050 +32,392	+48%	+$2.76M	1.72%	10
2026 Q1	$5.18M	Buy	67,658 +15,785	+30%	+$1.26M	1.19%	18
2025 Q4	$4.16M	Buy	51,873 +3,048	+6%	+$242K	0.95%	23
2025 Q3	$3.82M	Sell	48,825 -4,507	-8%	-$340K	0.88%	26
2025 Q2	$3.88M	Sell	53,332 -15,868	-23%	-$1.07M	0.97%	25
2025 Q1	$4.55M	Buy	69,200 +9,434	+16%	+$652K	1.36%	16
2024 Q4	$4.12M	Buy	59,766 +26,094	+77%	+$1.81M	1.26%	17
2024 Q3	$2.27M	Buy	33,672 +3,372	+11%	+$219K	0.83%	28
2024 Q2	$1.94M	Buy	30,300 +15,200	+101%	+$936K	0.81%	29
2024 Q1	$929K	Buy	15,100 +10,789	+250%	+$632K	0.41%	69
2023 Q4	$241K	Sell	4,311 -173	-4%	-$9.06K	0.11%	167
2023 Q3	$225K	Sell	4,484 -236	-5%	-$12.3K	0.11%	150
2023 Q2	$246K	Sell	4,720 -777	-14%	-$38.3K	0.11%	161
2023 Q1	$265K	Sell	5,497 -714	-11%	-$33.5K	0.13%	137
2022 Q4	$279K	Buy	6,211 +1,286	+26%	+$58.1K	0.17%	135
2022 Q3	$207K	Buy	+4,925	New	+$230K	0.14%	169

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

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

Tempus Wealth Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q2 2026, buying an estimated $2.76M and bringing the position to 100,050 shares worth $8.79M. The position accounts for 1.72% of the portfolio, ranked #10.

Tempus Wealth Planning first reported a position in SPYM in Q3 2022 and has held it in 16 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Tempus Wealth Planning held 100,050 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.79M as of Q2 2026.
Tempus Wealth Planning bought 32,392 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.76M.
State Street SPDR Portfolio S&P 500 ETF made up 1.72% of Tempus Wealth Planning's portfolio in Q2 2026, its #10 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.