LIS
SPYM

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

Legacy Investment Solutions’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
2025
Q2 		$53K Buy
+729
New +$49K 0.03% 153
2024
Q4 		$21.2K Buy
+300
New +$20.8K 0.01% 212

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Investment Solutions's SPYM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025: 729 shares worth $53K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPYM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPYM in Q4 2024 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Legacy Investment Solutions held 729 shares of State Street SPDR Portfolio S&P 500 ETF worth $53K as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #153 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.