LWA
SPYM

Lantern Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lantern Wealth Advisors’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 		$578K Buy
6,580
+392
+6% +$33.4K 0.26% 90
2026
Q1 		$474K Buy
6,188
+69
+1% +$5.52K 0.24% 107
2025
Q4 		$491K Buy
6,119
+1,926
+46% +$153K 0.26% 97
2025
Q3 		$329K Buy
+4,193
New +$316K 0.17% 114
2024
Q4 		$301K Buy
4,369
+350
+9% +$24.3K 0.2% 100
2024
Q3 		$271K Buy
4,019
+430
+12% +$28K 0.19% 105
2024
Q2 		$230K Buy
+3,589
New +$221K 0.17% 116

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

Lantern Wealth Advisors's SPYM Position: Q2 2026 in Review

Lantern Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.3% in Q2 2026, buying an estimated $33.4K and bringing the position to 6,580 shares worth $578K. The position accounts for 0.26% of the portfolio, ranked #90.

Lantern Wealth Advisors first reported a position in SPYM in Q2 2024 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Lantern Wealth Advisors held 6,580 shares of State Street SPDR Portfolio S&P 500 ETF worth $578K as of Q2 2026.
  • Lantern Wealth Advisors bought 392 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $33.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.26% of Lantern Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Lantern Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.