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 Q3	$1.83M	Sell	20,345 -7	-0%	-$626	0.16%	76
2026 Q2	$1.79M	Buy	20,352 +23	+0.1%	+$1.96K	0.16%	75
2026 Q1	$1.56M	Buy	20,329 +2,555	+14%	+$204K	0.16%	75
2025 Q4	$1.43M	Sell	17,774 -469	-3%	-$37.3K	0.16%	82
2025 Q3	$1.43M	Sell	18,243 -1,513	-8%	-$114K	0.17%	74
2025 Q2	$1.44M	Buy	19,756 +5,111	+35%	+$344K	0.19%	65
2025 Q1	$963K	Buy	14,645 +48	+0.3%	+$3.32K	0.15%	76
2024 Q4	$1.01M	Buy	+14,597	New	+$1.01M	0.16%	70

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Legacy Edge Advisors's SPYM Position: Q3 2026 in Review

Legacy Edge Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.03% in Q3 2026, selling an estimated $626 and leaving 20,345 shares worth $1.83M. The position accounts for 0.16% of the portfolio, ranked #76.

Legacy Edge Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Legacy Edge Advisors held 20,345 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.83M as of Q3 2026.
Legacy Edge Advisors sold 7 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $626.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Legacy Edge Advisors's portfolio in Q3 2026, its #76 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.