Lane Brothers & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lane Brothers & Co’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	$690K	Sell	7,852 -2,065	-21%	-$176K	0.45%	39
2026 Q1	$759K	Sell	9,917 -488	-5%	-$39K	0.55%	32
2025 Q4	$835K	Buy	+10,405	New	+$828K	0.6%	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

Lane Brothers & Co's SPYM Position: Q2 2026 in Review

Lane Brothers & Co reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q2 2026, selling an estimated $176K and leaving 7,852 shares worth $690K. The position accounts for 0.45% of the portfolio, ranked #39.

Lane Brothers & Co first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lane Brothers & Co held 7,852 shares of State Street SPDR Portfolio S&P 500 ETF worth $690K as of Q2 2026.
Lane Brothers & Co sold 2,065 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $176K.
State Street SPDR Portfolio S&P 500 ETF made up 0.45% of Lane Brothers & Co's portfolio in Q2 2026, its #39 holding.
Lane Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Lane Brothers & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $835K in Q4 2025.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.