Planning Strategies Inc.’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Planning Strategies Inc.’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	$105K	Buy	+1,200	New	+$102K	0.07%	99

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Planning Strategies Inc.'s SPYM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,200 shares worth $105K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings.

755 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Planning Strategies Inc. held 1,200 shares of State Street SPDR Portfolio S&P 500 ETF worth $105K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Planning Strategies Inc. position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Planning Strategies Inc.'s portfolio in Q2 2026, its #99 holding.
755 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.