Spectrum Planning & Advisory Services Inc. ETF holdings
San Diego, CA
Reported $197.6M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$197.6M
ETFs held
77
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
88.4%
of $223.5M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $15.6M | 177,442 | +102,565 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $14.5M | 158,068 | +2,110 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $12.9M | 127,682 | +5,203 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $11.2M | 221,477 | +1,713 shares |
| IVW | iShares S&P 500 Growth ETF | $9.7M | 70,464 | +492 shares |
| CORO | iShares International Country Rotation Active ETF | $9.3M | 253,825 | +17,476 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $9.1M | 134,007 | +2,049 shares |
| VUSB | Vanguard Ultra-Short Bond ETF | $8.9M | 179,021 | +37,000 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $7.7M | 76,633 | +17,520 shares |
| BLCV | iShares Large Cap Value Active ETF | $6.9M | 167,230 | −38,978 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001725394. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Spectrum Planning & Advisory Services Inc. own?
Spectrum Planning & Advisory Services Inc. reported 77 ETF positions worth $197.6M in its Form 13F for June 30, 2026. The largest was SPYM, at $15.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.