LFS
SPYM icon

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

Legacy Financial Strategies’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 		$201K Buy
+2,244
New +$201K 0.03% 143

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Legacy Financial Strategies's SPYM Position: Q3 2026 in Review

Legacy Financial Strategies opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 2,244 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings.

278 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Legacy Financial Strategies held 2,244 shares of State Street SPDR Portfolio S&P 500 ETF worth $201K as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Legacy Financial Strategies position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Legacy Financial Strategies's portfolio in Q3 2026, its #143 holding.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.