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

WealthPLAN 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	$9.36M	Buy	106,502 +39,322	+59%	+$3.35M	1.79%	10
2026 Q1	$5.14M	Buy	67,180 +16,051	+31%	+$1.28M	0.99%	25
2025 Q4	$4.1M	Buy	51,129 +3,801	+8%	+$302K	0.61%	42
2025 Q3	$3.71M	Buy	47,328 +5,341	+13%	+$403K	0.56%	43
2025 Q2	$3.05M	Sell	41,987 -41,991	-50%	-$2.82M	0.49%	57
2025 Q1	$5.52M	Sell	83,978 -7,134	-8%	-$493K	0.78%	35
2024 Q4	$6.28M	Sell	91,112 -6,102	-6%	-$423K	0.89%	25
2024 Q3	$6.56M	Sell	97,214 -12,382	-11%	-$805K	0.88%	27
2024 Q2	$7.01M	Sell	109,596 -18,662	-15%	-$1.15M	0.75%	34
2024 Q1	$7.89M	Sell	128,258 -42,978	-25%	-$2.52M	0.82%	31
2023 Q4	$9.57M	Buy	171,236 +58,129	+51%	+$3.05M	0.98%	22
2023 Q3	$5.68M	Buy	113,107 +32,572	+40%	+$1.7M	0.66%	48
2023 Q2	$4.2M	Sell	80,535 -36,900	-31%	-$1.82M	0.59%	42
2023 Q1	$5.65M	Buy	117,435 +3,192	+3%	+$150K	0.64%	48
2022 Q4	$5.55M	Buy	+114,243	New	+$5.16M	0.39%	66
2022 Q1	$4.71M	Buy	97,317 +13,929	+17%	+$729K	0.33%	78
2021 Q4	$4.41M	Buy	83,388 +11,238	+16%	+$607K	0.29%	79
2021 Q3	$3.97M	Buy	72,150 +9,475	+15%	+$491K	0.26%	84
2021 Q2	$3.27M	Buy	62,675 +3,669	+6%	+$180K	0.23%	86
2021 Q1	$2.88M	Buy	59,006 +2,152	+4%	+$97.6K	0.22%	84
2020 Q4	$2.58M	Buy	56,854 +1,793	+3%	+$74.8K	0.22%	83
2020 Q3	$2.29M	Buy	55,061 +3,315	+6%	+$129K	0.22%	85
2020 Q2	$2.05M	Sell	51,746 -195	-0.4%	-$6.71K	0.21%	91
2020 Q1	$1.74M	Buy	51,941 +5,178	+11%	+$186K	0.23%	89
2019 Q4	$1.86M	Buy	46,763 +5,178	+12%	+$187K	0.22%	88
2019 Q3	$1.51M	Buy	41,585 +4,410	+12%	+$153K	0.21%	90
2019 Q2	$1.28M	Buy	37,175 +7,380	+25%	+$250K	0.19%	93
2019 Q1	$1M	Buy	29,795 +5,954	+25%	+$190K	0.16%	102
2018 Q4	$778K	Buy	23,841 +2,058	+9%	+$64.9K	0.13%	117
2018 Q3	$672K	Buy	21,783 +5,238	+32%	+$175K	0.12%	123
2018 Q2	$527K	Buy	16,545 +2,686	+19%	+$85.2K	0.11%	137
2018 Q1	$429K	Buy	13,859 +3,036	+28%	+$97.1K	0.09%	154
2017 Q4	$339K	Buy	+10,823	New	+$330K	0.09%	151

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 Partners's SPYM Position: Q2 2026 in Review

WealthPLAN Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 59% in Q2 2026, buying an estimated $3.35M and bringing the position to 106,502 shares worth $9.36M. The position accounts for 1.79% of the portfolio, ranked #10.

WealthPLAN Partners first reported a position in SPYM in Q4 2017 and has held it in 33 quarters since. The position peaked at $9.57M in Q4 2023. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

WealthPLAN Partners held 106,502 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.36M as of Q2 2026.
WealthPLAN Partners bought 39,322 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.35M.
State Street SPDR Portfolio S&P 500 ETF made up 1.79% of WealthPLAN Partners's portfolio in Q2 2026, its #10 holding.
WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
WealthPLAN Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $9.57M in Q4 2023.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.