Legacy Financial Group (Iowa)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Legacy Financial Group (Iowa)’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	$562K	Buy	7,336 +199	+3%	+$15.9K	0.07%	80
2025 Q4	$576K	Buy	7,137 +961	+16%	+$76.4K	0.07%	80
2025 Q3	$484K	Buy	6,176 +270	+5%	+$20.4K	0.06%	82
2025 Q2	$429K	Buy	5,906 +2,663	+82%	+$179K	0.06%	83
2025 Q1	$213K	Buy	+3,243	New	+$224K	0.03%	108

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 Financial Group (Iowa)'s SPYM Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q1 2026, buying an estimated $15.9K and bringing the position to 7,336 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #80.

Legacy Financial Group (Iowa) first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $576K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Legacy Financial Group (Iowa) held 7,336 shares of State Street SPDR Portfolio S&P 500 ETF worth $562K as of Q1 2026.
Legacy Financial Group (Iowa) bought 199 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $15.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #80 holding.
Legacy Financial Group (Iowa) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Legacy Financial Group (Iowa)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $576K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.