Lee Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lee Financial’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 Q3	$299K	Sell	3,326 -3,950	-54%	-$353K	0.04%	134
2026 Q2	$639K	Buy	+7,276	New	+$621K	0.08%	102
2022 Q3	–	Sell	-35	Closed	-$2K	–	1003
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	736
2022 Q1	$2K	Buy	+35	New	+$1.83K	﹤0.01%	679
2021 Q2	–	Sell	-25	Closed	-$1K	–	693
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	477
2020 Q4	$1K	Buy	+25	New	+$1.04K	﹤0.01%	467

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Lee Financial's SPYM Position: Q3 2026 in Review

Lee Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 54% in Q3 2026, selling an estimated $353K and leaving 3,326 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #134.

Lee Financial first reported a position in SPYM in Q4 2020 and has held it in 6 quarters since. The position peaked at $639K in Q2 2026. 487 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Lee Financial held 3,326 shares of State Street SPDR Portfolio S&P 500 ETF worth $299K as of Q3 2026.
Lee Financial sold 3,950 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $353K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Lee Financial's portfolio in Q3 2026, its #134 holding.
Lee Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 6 quarters since.
Lee Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $639K in Q2 2026.
487 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.