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

Vertex Planning Partners’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	$108M	Buy	1,234,572 +284,345	+30%	+$24.3M	16.11%	1
2026 Q1	$72.7M	Buy	950,227 +67,291	+8%	+$5.38M	14.13%	1
2025 Q4	$70.8M	Buy	882,936 +8,215	+0.9%	+$653K	16.46%	1
2025 Q3	$68.5M	Buy	874,721 +26,202	+3%	+$1.98M	13.14%	1
2025 Q2	$61.7M	Sell	848,519 -84,833	-9%	-$5.7M	12.88%	1
2025 Q1	$61.4M	Buy	933,352 +19,570	+2%	+$1.35M	13.4%	1
2024 Q4	$63M	Buy	913,782 +432,004	+90%	+$29.9M	13.9%	1
2024 Q3	$32.5M	Sell	481,778 -17,409	-3%	-$1.13M	7.78%	3
2024 Q2	$31.9M	Sell	499,187 -26,894	-5%	-$1.66M	8.29%	3
2024 Q1	$32.4M	Sell	526,081 -64,672	-11%	-$3.79M	8.95%	3
2023 Q4	$33M	Buy	590,753 +184,715	+45%	+$9.68M	9.78%	3
2023 Q3	$20.4M	Buy	406,038 +60,130	+17%	+$3.15M	7.02%	5
2023 Q2	$18M	Buy	345,908 +39,027	+13%	+$1.93M	6.14%	6
2023 Q1	$14.8M	Buy	306,881 +105,518	+52%	+$4.95M	5.56%	5
2022 Q4	$9.06M	Buy	+201,363	New	+$9.1M	3.53%	7

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

Vertex Planning Partners's SPYM Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 30% in Q2 2026, buying an estimated $24.3M and bringing the position to 1,234,572 shares worth $108M. The position accounts for 16.11% of the portfolio, ranked #1.

Vertex Planning Partners first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Vertex Planning Partners held 1,234,572 shares of State Street SPDR Portfolio S&P 500 ETF worth $108M as of Q2 2026.
Vertex Planning Partners bought 284,345 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $24.3M.
State Street SPDR Portfolio S&P 500 ETF made up 16.11% of Vertex Planning Partners's portfolio in Q2 2026, its #1 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.