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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Lee Financial's SPYM Position: Q2 2026 in Review

Lee Financial opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 7,276 shares worth $639K. The stake represents 0.08% of the portfolio and ranks #102 among its holdings. This is a return to the name: Lee Financial previously reported a position in SPYM as recently as Q2 2022.

Lee Financial first reported a position in SPYM in Q4 2020 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lee Financial held 7,276 shares of State Street SPDR Portfolio S&P 500 ETF worth $639K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Lee Financial position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Lee Financial's portfolio in Q2 2026, its #102 holding.
Lee Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.