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

Valtinson Bruner 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	$20.3M	Buy	231,448 +12,589	+6%	+$1.07M	5.1%	5
2026 Q1	$16.8M	Buy	218,859 +1,043	+0.5%	+$83.4K	4.6%	6
2025 Q4	$17.5M	Buy	217,816 +681	+0.3%	+$54.2K	5.03%	5
2025 Q3	$17M	Buy	217,135 +22,613	+12%	+$1.71M	5.04%	6
2025 Q2	$14.1M	Buy	194,522 +33,625	+21%	+$2.26M	4.44%	6
2025 Q1	$10.6M	Sell	160,897 -48,496	-23%	-$3.35M	3.58%	9
2024 Q4	$14.4M	Buy	209,393 +2,796	+1%	+$194K	5.04%	4
2024 Q3	$13.9M	Sell	206,597 -1,278	-0.6%	-$83.1K	4.86%	3
2024 Q2	$13.3M	Sell	207,875 -3,333	-2%	-$205K	5.28%	3
2024 Q1	$13M	Buy	211,208 +78,545	+59%	+$4.6M	5.54%	2
2023 Q4	$7.42M	Sell	132,663 -8,302	-6%	-$435K	3.81%	4
2023 Q3	$7.08M	Buy	140,965 +6,488	+5%	+$339K	3.88%	3
2023 Q2	$7.01M	Buy	134,477 +13,182	+11%	+$651K	3.78%	3
2023 Q1	$5.84M	Buy	121,295 +19,844	+20%	+$931K	3.33%	5
2022 Q4	$4.67M	Buy	101,451 +4,788	+5%	+$216K	2.7%	8
2022 Q3	$4.06M	Sell	96,663 -23,972	-20%	-$1.12M	2.5%	8
2022 Q2	$5.35M	Buy	120,635 +1,423	+1%	+$68.6K	3.26%	7
2022 Q1	$6.14M	Sell	119,212 -15,771	-12%	-$826K	3.52%	8
2021 Q4	$7.54M	Sell	134,983 -11,510	-8%	-$622K	4.13%	5
2021 Q3	$7.79M	Buy	146,493 +10,939	+8%	+$567K	4.28%	4
2021 Q2	$7M	Buy	135,554 +21,570	+19%	+$1.06M	4%	5
2021 Q1	$5.57M	Buy	113,984 +676	+0.6%	+$30.7K	3.28%	7
2020 Q4	$5.05M	Buy	113,308 +7,875	+7%	+$328K	3.17%	8
2020 Q3	$4.09M	Buy	105,433 +56,573	+116%	+$2.2M	2.87%	10
2020 Q2	$1.92M	Buy	48,860 +34,219	+234%	+$1.18M	1.36%	20
2020 Q1	$488K	Sell	14,641 -261,116	-95%	-$9.37M	0.39%	41
2019 Q4	$10.5M	Buy	275,757 +130,592	+90%	+$4.72M	7.53%	3
2019 Q3	$5.05M	Sell	145,165 -13,831	-9%	-$481K	4.12%	5
2019 Q2	$5.49M	Buy	158,996 +24,271	+18%	+$823K	4.65%	6
2019 Q1	$4.48M	Sell	134,725 -3,464	-3%	-$111K	3.91%	5
2018 Q4	$4.04M	Buy	+138,189	New	+$4.36M	4.22%	3

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

Valtinson Bruner Financial Planning's SPYM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.8% in Q2 2026, buying an estimated $1.07M and bringing the position to 231,448 shares worth $20.3M. The position accounts for 5.1% of the portfolio, ranked #5.

Valtinson Bruner Financial Planning first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Valtinson Bruner Financial Planning held 231,448 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.3M as of Q2 2026.
Valtinson Bruner Financial Planning bought 12,589 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.07M.
State Street SPDR Portfolio S&P 500 ETF made up 5.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #5 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 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 Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.