LWMM
SPYM

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

Legacy Wealth Management (Mississippi)’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 		$26.6M Buy
302,964
+124,427
+70% +$10.6M 6.83% 4
2026
Q1 		$13.7M Buy
178,537
+4,687
+3% +$375K 3.89% 5
2025
Q4 		$13.9M Buy
173,850
+36,067
+26% +$2.87M 3.72% 5
2025
Q3 		$10.8M Sell
137,783
-6,110
-4% -$461K 3.25% 5
2025
Q2 		$10.5M Sell
143,893
-923
-0.6% -$62.1K 3.18% 5
2025
Q1 		$9.52M Buy
144,816
+16,609
+13% +$1.15M 3.11% 4
2024
Q4 		$8.84M Buy
128,207
+3,627
+3% +$251K 3.51% 4
2024
Q3 		$8.41M Buy
124,580
+9,752
+8% +$634K 3.09% 5
2024
Q2 		$7.35M Buy
114,828
+9,705
+9% +$597K 3.1% 6
2024
Q1 		$6.47M Buy
105,123
+10,253
+11% +$600K 2.92% 6
2023
Q4 		$5.3M Buy
94,870
+8,660
+10% +$454K 2.56% 6
2023
Q3 		$4.33M Buy
86,210
+2,640
+3% +$138K 2.25% 8
2023
Q2 		$4.35M Hold
83,570
– – 2.18% 8
2023
Q1 		$4.02M Buy
83,570
+35
+0% +$1.64K 2.22% 8
2022
Q4 		$3.76M Sell
83,535
-7,598
-8% -$343K 2.23% 8
2022
Q3 		$3.83M Buy
91,133
+37,364
+69% +$1.74M 2.58% 6
2022
Q2 		$2.38M Buy
53,769
+20,612
+62% +$993K 1.45% 15
2022
Q1 		$1.76M Buy
+33,157
New +$1.74M 0.92% 31

Other funds holding SPYM

GT
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 70% in Q2 2026, buying an estimated $10.6M and bringing the position to 302,964 shares worth $26.6M. The position accounts for 6.83% of the portfolio, ranked #4.

Legacy Wealth Management (Mississippi) first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. 556 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 302,964 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.6M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 124,427 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.6M.
  • State Street SPDR Portfolio S&P 500 ETF made up 6.83% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #4 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.