Landmark Wealth Management (New York)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Landmark Wealth Management (New York)’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	$1.74M	Sell	19,833 -1,002	-5%	-$85.5K	0.42%	49
2026 Q1	$1.59M	Buy	20,835 +3,369	+19%	+$269K	0.43%	47
2025 Q4	$1.4M	Buy	17,466 +192	+1%	+$15.3K	0.54%	41
2025 Q3	$1.35M	Sell	17,274 -56	-0.3%	-$4.22K	0.54%	42
2025 Q2	$1.26M	Sell	17,330 -198	-1%	-$13.3K	0.54%	41
2025 Q1	$1.15M	Buy	17,528 +630	+4%	+$43.6K	0.51%	41
2024 Q4	$1.17M	Sell	16,898 -1,535	-8%	-$106K	0.52%	40
2024 Q3	$1.24M	Buy	18,433 +51	+0.3%	+$3.32K	0.54%	40
2024 Q2	$1.18M	Buy	18,382 +1,048	+6%	+$64.5K	0.92%	26
2024 Q1	$1.07M	Sell	17,334 -204	-1%	-$11.9K	0.49%	42
2023 Q4	$980K	Sell	17,538 -32	-0.2%	-$1.68K	0.48%	41
2023 Q3	$883K	Sell	17,570 -40	-0.2%	-$2.09K	0.5%	43
2023 Q2	$918K	Sell	17,610 -1,640	-9%	-$80.9K	0.81%	23
2023 Q1	$927K	Buy	19,250 +105	+0.5%	+$4.93K	0.52%	39
2022 Q4	$861K	Sell	19,145 -1,537	-7%	-$69.5K	0.62%	38
2022 Q3	$868K	Buy	20,682 +1,436	+7%	+$67.1K	0.66%	38
2022 Q2	$853K	Sell	19,246 -21,380	-53%	-$1.03M	1.09%	19
2022 Q1	$1.1M	Buy	40,626 +20,443	+101%	+$1.07M	0.58%	37
2021 Q4	$1K	Buy	+20,183	New	+$1.09M	0.58%	35

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

Landmark Wealth Management (New York)'s SPYM Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.8% in Q2 2026, selling an estimated $85.5K and leaving 19,833 shares worth $1.74M. The position accounts for 0.42% of the portfolio, ranked #49.

Landmark Wealth Management (New York) first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Landmark Wealth Management (New York) held 19,833 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.74M as of Q2 2026.
Landmark Wealth Management (New York) sold 1,002 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $85.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.42% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #49 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.