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

LBMC 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	$1.62M	Buy	21,177 +32	+0.2%	+$2.56K	0.1%	84
2025 Q4	$1.7M	Buy	21,145 +7	+0%	+$557	0.1%	78
2025 Q3	$1.66M	Buy	21,138 +102	+0.5%	+$7.69K	0.11%	76
2025 Q2	$1.53M	Sell	21,036 -11,733	-36%	-$789K	0.11%	75
2025 Q1	$2.15M	Buy	32,769 +3,460	+12%	+$239K	0.17%	58
2024 Q4	$2.02M	Buy	29,309 +2,545	+10%	+$176K	0.16%	53
2024 Q3	$1.81M	Buy	26,764 +11,090	+71%	+$721K	0.14%	58
2024 Q2	$1M	Hold	15,674	–	–	0.09%	73
2024 Q1	$964K	Buy	15,674 +1,285	+9%	+$75.3K	0.08%	71
2023 Q4	$804K	Buy	14,389 +1,238	+9%	+$64.9K	0.08%	72
2023 Q3	$652K	Buy	13,151 +7,771	+144%	+$406K	0.07%	81
2023 Q2	$280K	Hold	5,380	–	–	0.03%	126
2023 Q1	$259K	Sell	5,380 -11,787	-69%	-$553K	0.03%	138
2022 Q4	$772K	Buy	17,167 +4,090	+31%	+$185K	0.08%	67
2022 Q3	$549K	Hold	13,077	–	–	0.06%	74
2022 Q2	$580K	Buy	+13,077	New	+$630K	0.06%	74

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

LBMC Investment Advisors's SPYM Position: Q1 2026 in Review

LBMC Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q1 2026, buying an estimated $2.56K and bringing the position to 21,177 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #84.

LBMC Investment Advisors first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q1 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

LBMC Investment Advisors held 21,177 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.62M as of Q1 2026.
LBMC Investment Advisors bought 32 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.56K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of LBMC Investment Advisors's portfolio in Q1 2026, its #84 holding.
LBMC Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
LBMC Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.15M in Q1 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.