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

Lebenthal Global 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	$4.07M	Buy	53,159 +11,848	+29%	+$948K	0.59%	35
2025 Q4	$3.31M	Sell	41,311 -1,269	-3%	-$101K	0.51%	35
2025 Q3	$3.34M	Buy	42,580 +2,777	+7%	+$209K	0.58%	30
2025 Q2	$2.89M	Sell	39,803 -8,430	-17%	-$567K	0.54%	30
2025 Q1	$3.17M	Buy	48,233 +11,212	+30%	+$775K	0.59%	26
2024 Q4	$2.55M	Buy	+37,021	New	+$2.57M	0.47%	36

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

Lebenthal Global Advisors's SPYM Position: Q1 2026 in Review

Lebenthal Global Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q1 2026, buying an estimated $948K and bringing the position to 53,159 shares worth $4.07M. The position accounts for 0.59% of the portfolio, ranked #35.

Lebenthal Global Advisors first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Lebenthal Global Advisors held 53,159 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.07M as of Q1 2026.
Lebenthal Global Advisors bought 11,848 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $948K.
State Street SPDR Portfolio S&P 500 ETF made up 0.59% of Lebenthal Global Advisors's portfolio in Q1 2026, its #35 holding.
Lebenthal Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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