Legg Mason’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Legg Mason’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
2020 Q2	$244K	Buy	6,713 +17	+0.3%	+$585	0.19%	2
2020 Q1	$203K	Buy	6,696 +40	+0.6%	+$1.44K	21.17%	1
2019 Q4	$254K	Buy	6,656 +31	+0.5%	+$1.12K	18.93%	1
2019 Q3	$231K	Sell	6,625 -149	-2%	-$5.18K	17.43%	1
2019 Q2	$234K	Sell	6,774 -979	-13%	-$33.2K	17.81%	1
2019 Q1	$258K	Buy	7,753 +39	+0.5%	+$1.25K	19.35%	1
2018 Q4	$226K	Sell	7,714 -2,233	-22%	-$70.4K	19.04%	1
2018 Q3	$339K	Sell	9,947 -1,845	-16%	-$61.7K	20.11%	1
2018 Q2	$376K	Buy	11,792 +72	+0.6%	+$2.29K	45.36%	1
2018 Q1	$363K	Buy	+11,720	New	+$375K	43.84%	1

Other funds holding SPYM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WAP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Legg Mason's SPYM Position: Q2 2020 in Review

Legg Mason increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.25% in Q2 2020, buying an estimated $585 and bringing the position to 6,713 shares worth $244K. The position accounts for 0.19% of the portfolio, ranked #2.

Legg Mason first reported a position in SPYM in Q1 2018 and has held it in 10 quarters since. The position peaked at $376K in Q2 2018. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

Legg Mason held 6,713 shares of State Street SPDR Portfolio S&P 500 ETF worth $244K as of Q2 2020.
Legg Mason bought 17 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $585.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of Legg Mason's portfolio in Q2 2020, its #2 holding.
Legg Mason first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 10 quarters since.
Legg Mason's State Street SPDR Portfolio S&P 500 ETF position peaked at $376K in Q2 2018.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Legg Mason's 13F filing for Q2 2020, filed 14 Aug 2020.