WealthPlan Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

WealthPlan Investment Management’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	$1.61M	Buy	18,358 +1,001	+6%	+$85.4K	0.08%	179
2026 Q1	$1.33M	Buy	17,357 +3,973	+30%	+$318K	0.07%	188
2025 Q4	$1.07M	Sell	13,384 -553	-4%	-$44K	0.07%	194
2025 Q3	$1.09M	Sell	13,937 -131,997	-90%	-$9.96M	0.07%	175
2025 Q2	$10.6M	Buy	+145,934	New	+$9.81M	0.77%	45
2024 Q1	–	Sell	-3,971	Closed	-$222K	–	201
2023 Q4	$222K	Buy	+3,971	New	+$208K	0.04%	178
2023 Q3	–	Sell	-343	Closed	-$17.9K	–	326
2023 Q2	$17.9K	Buy	+343	New	+$16.9K	0.01%	249
2023 Q1	–	Sell	-114,243	Closed	-$5.54M	–	556
2022 Q4	$5.54M	Buy	114,243 +10,433	+10%	+$472K	0.39%	67
2022 Q3	$4.8M	Buy	+103,810	New	+$4.85M	0.35%	72
2022 Q1	$4.71M	Buy	+97,317	New	+$5.1M	0.33%	78

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

WealthPlan Investment Management's SPYM Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.8% in Q2 2026, buying an estimated $85.4K and bringing the position to 18,358 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #179.

WealthPlan Investment Management first reported a position in SPYM in Q1 2022 and has held it in 10 quarters since. The position peaked at $10.6M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WealthPlan Investment Management held 18,358 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.61M as of Q2 2026.
WealthPlan Investment Management bought 1,001 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $85.4K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #179 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.6M in Q2 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.