VR
SPYM

Vision Retirement’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vision Retirement’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 		$388K Hold
4,410
– – 0.09% 98
2026
Q1 		$338K Sell
4,410
-2,406
-35% -$192K 0.1% 99
2025
Q4 		$547K Buy
+6,816
New +$542K 0.15% 80

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Vision Retirement's SPYM Position: Q2 2026 in Review

Vision Retirement held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 4,410 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #98.

Vision Retirement first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Vision Retirement held 4,410 shares of State Street SPDR Portfolio S&P 500 ETF worth $388K as of Q2 2026.
  • Vision Retirement left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Vision Retirement's portfolio in Q2 2026, its #98 holding.
  • Vision Retirement first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's State Street SPDR Portfolio S&P 500 ETF position peaked at $547K in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.