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

XY Planning Network’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 Q3	$11.7M	Buy	130,578 +10,105	+8%	+$903K	1.26%	20
2026 Q2	$10.6M	Buy	120,473 +61,604	+105%	+$5.26M	1.33%	17
2026 Q1	$4.54M	Buy	58,869 +17,074	+41%	+$1.37M	0.73%	34
2025 Q4	$3.35M	Buy	+41,795	New	+$3.32M	0.58%	39

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

XY Planning Network's SPYM Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.4% in Q3 2026, buying an estimated $903K and bringing the position to 130,578 shares worth $11.7M. The position accounts for 1.26% of the portfolio, ranked #20.

XY Planning Network first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

XY Planning Network held 130,578 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7M as of Q3 2026.
XY Planning Network bought 10,105 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $903K.
State Street SPDR Portfolio S&P 500 ETF made up 1.26% of XY Planning Network's portfolio in Q3 2026, its #20 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.