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	$1.79M	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 $250B AUM 21.32% 1-Year Est. Return

APTFM

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

UIM

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 Edge Advisors's SPYM Position: Q2 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.11% in Q2 2026, buying an estimated $1.96K and bringing the position to 20,352 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #75.

Legacy Edge Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,728 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Edge Advisors held 20,352 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.79M as of Q2 2026.
Legacy Edge Advisors bought 23 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.96K.
State Street SPDR Portfolio S&P 500 ETF made up 0.16% of Legacy Edge Advisors's portfolio in Q2 2026, its #75 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 7 quarters since.
1,728 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.