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 Q3	$17.2M	Sell	191,471 -50,975	-21%	-$4.56M	12.33%	1
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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Legacy Advisory Services's SPYM Position: Q3 2026 in Review

Legacy Advisory Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q3 2026, selling an estimated $4.56M and leaving 191,471 shares worth $17.2M. The position accounts for 12.33% of the portfolio, ranked #1.

Legacy Advisory Services first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.4M in Q3 2024. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Legacy Advisory Services held 191,471 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.2M as of Q3 2026.
Legacy Advisory Services sold 50,975 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.56M.
State Street SPDR Portfolio S&P 500 ETF made up 12.33% of Legacy Advisory Services's portfolio in Q3 2026, its #1 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 12 quarters since.
Legacy Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $22.4M in Q3 2024.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.