LSIA
SPYM

LaSalle St. Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LaSalle St. Investment 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
Q1 		$252K Buy
+3,295
New +$264K 0.04% 336
2025
Q4 		– Sell
-2,933
Closed -$229K – 392
2025
Q3 		$229K Buy
+2,933
New +$221K 0.04% 314

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LaSalle St. Investment Advisors's SPYM Position: Q1 2026 in Review

LaSalle St. Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 3,295 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #336 among its holdings. This is a return to the name: LaSalle St. Investment Advisors previously reported a position in SPYM as recently as Q3 2025.

LaSalle St. Investment Advisors first reported a position in SPYM in Q3 2025 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • LaSalle St. Investment Advisors held 3,295 shares of State Street SPDR Portfolio S&P 500 ETF worth $252K as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new LaSalle St. Investment Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #336 holding.
  • LaSalle St. Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.