Legacy Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Legacy Advisory Services’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	$21.3M	Buy	242,446 +2,920	+1%	+$249K	15%	2
2026 Q1	$18.3M	Sell	239,526 -14,343	-6%	-$1.15M	14%	2
2025 Q4	$20.4M	Buy	253,869 +163	+0.1%	+$13K	15.31%	2
2025 Q3	$19.9M	Buy	253,706 +5,582	+2%	+$421K	14.96%	2
2025 Q2	$18M	Sell	248,124 -4,920	-2%	-$331K	14.3%	2
2025 Q1	$16.6M	Sell	253,044 -50,434	-17%	-$3.49M	14.05%	2
2024 Q4	$20.9M	Sell	303,478 -28,723	-9%	-$1.99M	17.84%	1
2024 Q3	$22.4M	Buy	332,201 +4,196	+1%	+$273K	19.27%	1
2024 Q2	$21M	Sell	328,005 -3,053	-0.9%	-$188K	19.2%	1
2024 Q1	$20.4M	Sell	331,058 -5,089	-2%	-$298K	19.3%	1
2023 Q4	$18.8M	Buy	+336,147	New	+$17.6M	19.82%	1

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

Legacy Advisory Services's SPYM Position: Q2 2026 in Review

Legacy Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q2 2026, buying an estimated $249K and bringing the position to 242,446 shares worth $21.3M. The position accounts for 15% of the portfolio, ranked #2.

Legacy Advisory Services first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.4M in Q3 2024. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Advisory Services held 242,446 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.3M as of Q2 2026.
Legacy Advisory Services bought 2,920 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $249K.
State Street SPDR Portfolio S&P 500 ETF made up 15% of Legacy Advisory Services's portfolio in Q2 2026, its #2 holding.
Legacy Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.4M in Q3 2024.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.