LEA
SPYM

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

Legacy Edge Advisors’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 		$1.44M Sell
19,756
-573
-3% -$48.9K 0.19% 65
2026
Q1 		$1.56M Buy
20,329
+2,555
+14% +$204K 0.16% 75
2025
Q4 		$1.43M Buy
+17,774
New +$1.41M 0.16% 82

Other funds holding SPYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
GT
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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Legacy Edge Advisors's SPYM Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q2 2026, selling an estimated $48.9K and leaving 19,756 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #65.

Legacy Edge Advisors first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2026. 1,264 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Legacy Edge Advisors held 19,756 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.44M as of Q2 2026.
  • Legacy Edge Advisors sold 573 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $48.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Legacy Edge Advisors's portfolio in Q2 2026, its #65 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.56M in Q1 2026.
  • 1,264 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.