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

Treasure Coast Financial 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	$2.08M	Sell	23,693 -718	-3%	-$61.3K	1.02%	20
2026 Q1	$1.87M	Hold	24,411	–	–	0.96%	20
2025 Q4	$1.96M	Hold	24,411	–	–	1.04%	18
2025 Q3	$1.91M	Sell	24,411 -1,017	-4%	-$76.7K	1.07%	18
2025 Q2	$1.85M	Sell	25,428 -57	-0.2%	-$3.83K	1.08%	18
2025 Q1	$1.68M	Sell	25,485 -111	-0.4%	-$7.68K	1.04%	18
2024 Q4	$1.76M	Hold	25,596	–	–	1.16%	18
2024 Q3	$1.73M	Hold	25,596	–	–	1.07%	18
2024 Q2	$1.64M	Sell	25,596 -251	-1%	-$15.5K	1.08%	19
2024 Q1	$1.59M	Sell	25,847 -251	-1%	-$14.7K	1.04%	19
2023 Q4	$1.46M	Sell	26,098 -179	-0.7%	-$9.38K	1.02%	19
2023 Q3	$1.32M	Sell	26,277 -33	-0.1%	-$1.73K	0.92%	19
2023 Q2	$1.37M	Sell	26,310 -519	-2%	-$25.6K	0.93%	20
2023 Q1	$1.29M	Sell	26,829 -1,165	-4%	-$54.7K	0.9%	21
2022 Q4	$1.26M	Buy	+27,994	New	+$1.27M	0.94%	21

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Treasure Coast Financial Planning's SPYM Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q2 2026, selling an estimated $61.3K and leaving 23,693 shares worth $2.08M. The position accounts for 1.02% of the portfolio, ranked #20.

Treasure Coast Financial Planning first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Treasure Coast Financial Planning held 23,693 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.08M as of Q2 2026.
Treasure Coast Financial Planning sold 718 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $61.3K.
State Street SPDR Portfolio S&P 500 ETF made up 1.02% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #20 holding.
Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.