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

Legacy Capital Wealth Partners’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	–	Sell	-10,109	Closed	-$774K	–	410
2026 Q1	$774K	Sell	10,109 -2,678	-21%	-$214K	0.16%	135
2025 Q4	$1.03M	Sell	12,787 -1,373	-10%	-$109K	0.22%	94
2025 Q3	$1.11M	Sell	14,160 -4,265	-23%	-$322K	0.24%	87
2025 Q2	$1.34M	Sell	18,425 -3,390	-16%	-$228K	0.3%	64
2025 Q1	$1.43M	Sell	21,815 -1,375	-6%	-$95.1K	0.35%	50
2024 Q4	$1.6M	Sell	23,190 -21,463	-48%	-$1.49M	0.4%	47
2024 Q3	$3.01M	Buy	44,653 +24,363	+120%	+$1.58M	0.6%	33
2024 Q2	$1.3M	Buy	+20,290	New	+$1.25M	0.33%	59
2024 Q1	–	Sell	-92,902	Closed	-$5.19M	–	311
2023 Q4	$5.19M	Buy	92,902 +72,052	+346%	+$3.77M	1.47%	14
2023 Q3	$1.05M	Buy	+20,850	New	+$1.09M	0.29%	72
2023 Q2	–	Sell	-24,027	Closed	-$1.16M	–	207
2023 Q1	$1.16M	Buy	+24,027	New	+$1.13M	0.32%	65

Other funds holding SPYM

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 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 $123B AUM 45.23% 1-Year Est. Return

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

Legacy Capital Wealth Partners's SPYM Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 10,109 shares — an estimated $774K sold.

Legacy Capital Wealth Partners first reported a position in SPYM in Q1 2023 and held it in 11 quarters. The position peaked at $5.19M in Q4 2023. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 10,109 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $774K.
Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 11 quarters.
Legacy Capital Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.19M in Q4 2023.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.