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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Solutions LLC's SPYM Position: Q2 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2026, buying an estimated $599K and bringing the position to 231,860 shares worth $20.4M. The position accounts for 16.49% of the portfolio, ranked #1.

Legacy Solutions LLC first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Solutions LLC held 231,860 shares of State Street SPDR Portfolio S&P 500 ETF worth $20.4M as of Q2 2026.
Legacy Solutions LLC bought 7,021 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $599K.
State Street SPDR Portfolio S&P 500 ETF made up 16.49% of Legacy Solutions LLC's portfolio in Q2 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 7 quarters since.
892 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.