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

Leo Wealth 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 Q1	$32.1M	Buy	419,144 +6,257	+2%	+$500K	2.33%	9
2025 Q4	$33.2M	Buy	+412,887	New	+$32.8M	2.4%	9
2025 Q3	–	Sell	-366,552	Closed	-$26.6M	–	378
2025 Q2	$26.6M	Buy	+366,552	New	+$24.6M	2.07%	11
2025 Q1	–	Sell	-313,799	Closed	-$21.6M	–	359
2024 Q4	$21.6M	Buy	313,799 +27,989	+10%	+$1.94M	1.94%	11
2024 Q3	$19.3M	Buy	285,810 +4,844	+2%	+$315K	1.76%	13
2024 Q2	$18M	Buy	280,966 +90,335	+47%	+$5.56M	1.84%	12
2024 Q1	$11.7M	Buy	190,631 +39,503	+26%	+$2.31M	1.2%	17
2023 Q4	$9.09M	Buy	+151,128	New	+$7.92M	0.94%	20

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Leo Wealth LLC's SPYM Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q1 2026, buying an estimated $500K and bringing the position to 419,144 shares worth $32.1M. The position accounts for 2.33% of the portfolio, ranked #9.

Leo Wealth LLC first reported a position in SPYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $33.2M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Leo Wealth LLC held 419,144 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.1M as of Q1 2026.
Leo Wealth LLC bought 6,257 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $500K.
State Street SPDR Portfolio S&P 500 ETF made up 2.33% of Leo Wealth LLC's portfolio in Q1 2026, its #9 holding.
Leo Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's State Street SPDR Portfolio S&P 500 ETF position peaked at $33.2M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.