Lavaca Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lavaca Capital’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	$563K	Sell	6,412 -970	-13%	-$82.8K	0.06%	75
2026 Q1	$565K	Buy	7,382 +87	+1%	+$6.96K	0.1%	67
2025 Q4	$585K	Sell	7,295 -196	-3%	-$15.6K	0.09%	59
2025 Q3	$587K	Buy	7,491 +2,146	+40%	+$162K	0.1%	58
2025 Q2	$389K	Sell	5,345 -1,959	-27%	-$132K	0.14%	74
2025 Q1	$480K	Sell	7,304 -235	-3%	-$16.3K	0.2%	70
2024 Q4	$520K	Sell	7,539 -94	-1%	-$6.52K	0.2%	76
2024 Q3	$515K	Buy	+7,633	New	+$496K	0.22%	71
2024 Q1	–	Sell	-9,312	Closed	-$521K	–	94
2023 Q4	$521K	Buy	9,312 +1,348	+17%	+$70.6K	0.3%	58
2023 Q3	$400K	Buy	7,964 +516	+7%	+$27K	0.13%	112
2023 Q2	$388K	Buy	7,448 +2,809	+61%	+$139K	0.11%	119
2023 Q1	$223K	Buy	+4,639	New	+$218K	0.05%	173

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lavaca Capital's SPYM Position: Q2 2026 in Review

Lavaca Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, selling an estimated $82.8K and leaving 6,412 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #75.

Lavaca Capital first reported a position in SPYM in Q1 2023 and has held it in 12 quarters since. The position peaked at $587K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lavaca Capital held 6,412 shares of State Street SPDR Portfolio S&P 500 ETF worth $563K as of Q2 2026.
Lavaca Capital sold 970 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $82.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Lavaca Capital's portfolio in Q2 2026, its #75 holding.
Lavaca Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
Lavaca Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $587K in Q3 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.