LSL
SPYM

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

Legacy Solutions LLC’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 		$20.7M Sell
230,851
-1,009
-0.4% -$90.2K 15.83% 1
2026
Q2 		$20.4M Buy
231,860
+7,021
+3% +$599K 16.49% 1
2026
Q1 		$17.2M Buy
224,839
+1,191
+0.5% +$95.3K 15.95% 1
2025
Q4 		$17.9M Sell
223,648
-3,848
-2% -$306K 15.76% 1
2025
Q3 		$17.8M Buy
227,496
+729
+0.3% +$55K 16.03% 1
2025
Q2 		$16.5M Buy
226,767
+10,762
+5% +$724K 15.79% 1
2025
Q1 		$14.2M Buy
216,005
+3,689
+2% +$255K 15.65% 1
2024
Q4 		$14.6M Buy
+212,316
New +$14.7M 15.95% 1

Other funds holding SPYM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Legacy Solutions LLC's SPYM Position: Q3 2026 in Review

Legacy Solutions LLC reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.44% in Q3 2026, selling an estimated $90.2K and leaving 230,851 shares worth $20.7M. The position accounts for 15.83% of the portfolio, ranked #1.

Legacy Solutions LLC first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Legacy Solutions LLC held 230,851 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.7M as of Q3 2026.
  • Legacy Solutions LLC sold 1,009 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $90.2K.
  • State Street SPDR Portfolio S&P 500 ETF made up 15.83% of Legacy Solutions LLC's portfolio in Q3 2026, its #1 holding.
  • Legacy Solutions LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.