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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Legacy Capital Wealth Partners's SPYM Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 21% in Q1 2026, selling an estimated $214K and leaving 10,109 shares worth $774K. The position accounts for 0.16% of the portfolio, ranked #135.

Legacy Capital Wealth Partners first reported a position in SPYM in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.19M in Q4 2023. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Legacy Capital Wealth Partners held 10,109 shares of State Street SPDR Portfolio S&P 500 ETF worth $774K as of Q1 2026.
Legacy Capital Wealth Partners sold 2,678 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $214K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #135 holding.
Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.19M in Q4 2023.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.