Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-859	Closed	-$65.7K	–	842
2026 Q1	$65.7K	Sell	859 -243	-22%	-$19.4K	0.03%	237
2025 Q4	$88.4K	Sell	1,102 -1,015	-48%	-$80.7K	0.04%	164
2025 Q3	$166K	Buy	2,117 +1,388	+190%	+$105K	0.08%	99
2025 Q2	$53K	Buy	729 +429	+143%	+$28.8K	0.03%	153
2025 Q1	$19.7K	Hold	300	–	–	0.01%	253
2024 Q4	$21.2K	Buy	+300	New	+$20.8K	0.01%	212

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPYM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 859 shares — an estimated $65.7K sold.

Legacy Wealth Management (Idaho) first reported a position in SPYM in Q4 2024 and held it in 6 quarters. The position peaked at $166K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 859 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $65.7K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and held it in 6 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $166K in Q3 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.