LFP
SPYM

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

Lakeshore Financial Planning’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 		$301K Buy
3,426
+713
+26% +$60.8K 0.1% 66
2026
Q1 		$208K Hold
2,713
– – 0.08% 83
2025
Q4 		$218K Buy
+2,713
New +$216K 0.08% 75

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
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 $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lakeshore Financial Planning's SPYM Position: Q2 2026 in Review

Lakeshore Financial Planning increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q2 2026, buying an estimated $60.8K and bringing the position to 3,426 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #66.

Lakeshore Financial Planning first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Lakeshore Financial Planning held 3,426 shares of State Street SPDR Portfolio S&P 500 ETF worth $301K as of Q2 2026.
  • Lakeshore Financial Planning bought 713 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $60.8K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Lakeshore Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Lakeshore Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.