Legacy Capital Group California’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Legacy Capital Group California’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	$5.19M	Sell	59,104 -4,511	-7%	-$385K	1.57%	4
2026 Q1	$4.87M	Sell	63,615 -7,672	-11%	-$614K	1.85%	3
2025 Q4	$5.72M	Sell	71,287 -2,920	-4%	-$232K	1.39%	7
2025 Q3	$5.81M	Sell	74,207 -935	-1%	-$70.5K	1.48%	7
2025 Q2	$5.46M	Buy	75,142 +12,163	+19%	+$818K	1.51%	7
2025 Q1	$4.14M	Sell	62,979 -889	-1%	-$61.5K	1.44%	9
2024 Q4	$4.4M	Sell	63,868 -4,368	-6%	-$303K	1.34%	8
2024 Q3	$4.61M	Sell	68,236 -40	-0.1%	-$2.6K	1.53%	7
2024 Q2	$4.37M	Sell	68,276 -1,505	-2%	-$92.7K	1.58%	6
2024 Q1	$4.29M	Sell	69,781 -6,781	-9%	-$397K	1.58%	6
2023 Q4	$4.28M	Sell	76,562 -2,604	-3%	-$136K	1.65%	8
2023 Q3	$3.98M	Sell	79,166 -3,283	-4%	-$172K	1.71%	8
2023 Q2	$4.3M	Sell	82,449 -2,415	-3%	-$119K	1.77%	7
2023 Q1	$4.09M	Buy	+84,864	New	+$3.98M	2%	6

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Legacy Capital Group California's SPYM Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.1% in Q2 2026, selling an estimated $385K and leaving 59,104 shares worth $5.19M. The position accounts for 1.57% of the portfolio, ranked #4.

Legacy Capital Group California first reported a position in SPYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.81M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Capital Group California held 59,104 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.19M as of Q2 2026.
Legacy Capital Group California sold 4,511 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $385K.
State Street SPDR Portfolio S&P 500 ETF made up 1.57% of Legacy Capital Group California's portfolio in Q2 2026, its #4 holding.
Legacy Capital Group California first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.81M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.