LGW
SPYM

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

Leslie Global Wealth’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 		$29.5M Sell
336,229
-10,431
-3% -$890K 11.51% 3
2026
Q1 		$26.5M Sell
346,660
-17,469
-5% -$1.4M 13.98% 3
2025
Q4 		$29.2M Buy
364,129
+14,468
+4% +$1.15M 13.14% 2
2025
Q3 		$27.4M Sell
349,661
-70,210
-17% -$5.3M 12.85% 2
2025
Q2 		$30.5M Buy
419,871
+44,920
+12% +$3.02M 16.31% 2
2025
Q1 		$24.7M Buy
374,951
+13,884
+4% +$960K 12% 2
2024
Q4 		$24.9M Buy
361,067
+75,835
+27% +$5.26M 11.55% 2
2024
Q3 		$19.3M Buy
285,232
+17,943
+7% +$1.17M 9.36% 2
2024
Q2 		$17.1M Buy
+267,289
New +$16.5M 9.99% 2

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Leslie Global Wealth's SPYM Position: Q2 2026 in Review

Leslie Global Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, selling an estimated $890K and leaving 336,229 shares worth $29.5M. The position accounts for 11.51% of the portfolio, ranked #3.

Leslie Global Wealth first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.5M in Q2 2025. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Leslie Global Wealth held 336,229 shares of State Street SPDR Portfolio S&P 500 ETF worth $29.5M as of Q2 2026.
  • Leslie Global Wealth sold 10,431 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $890K.
  • State Street SPDR Portfolio S&P 500 ETF made up 11.51% of Leslie Global Wealth's portfolio in Q2 2026, its #3 holding.
  • Leslie Global Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Leslie Global Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $30.5M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.