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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lavaca Capital's SPYM Position: Q1 2026 in Review

Lavaca Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q1 2026, buying an estimated $6.96K and bringing the position to 7,382 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #67.

Lavaca Capital first reported a position in SPYM in Q1 2023 and has held it in 11 quarters since. The position peaked at $587K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Lavaca Capital held 7,382 shares of State Street SPDR Portfolio S&P 500 ETF worth $565K as of Q1 2026.
Lavaca Capital bought 87 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.96K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Lavaca Capital's portfolio in Q1 2026, its #67 holding.
Lavaca Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
Lavaca Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $587K in Q3 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.