Level Four Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.5M | Buy |
528,965
+166,691
| +46% | +$13.3M | 1.33% | 10 |
|
|
2025
Q4 | $29.1M | Buy |
362,274
+13,035
| +4% | +$1.04M | 0.95% | 17 |
|
|
2025
Q3 | $27.4M | Buy |
349,239
+5,255
| +2% | +$396K | 0.94% | 18 |
|
|
2025
Q2 | $25M | Buy |
343,984
+469
| +0.1% | +$31.5K | 0.92% | 17 |
|
|
2025
Q1 | $22.6M | Buy |
343,515
+8,153
| +2% | +$564K | 0.93% | 17 |
|
|
2024
Q4 | $23.1M | Buy |
335,362
+4,720
| +1% | +$327K | 0.94% | 18 |
|
|
2024
Q3 | $22.1M | Sell |
330,642
-11,688
| -3% | -$760K | 0.93% | 16 |
|
|
2024
Q2 | $21.9M | Buy |
342,330
+22,026
| +7% | +$1.36M | 0.99% | 12 |
|
|
2024
Q1 | $17.9M | Buy |
320,304
+8,300
| +3% | +$486K | 0.98% | 12 |
|
|
2023
Q4 | $17.4M | Buy |
312,004
+9,392
| +3% | +$492K | 0.98% | 12 |
|
|
2023
Q3 | $15.2M | Sell |
302,612
-377,922
| -56% | -$19.8M | 0.98% | 13 |
|
|
2023
Q2 | $35.5M | Buy |
680,534
+136,060
| +25% | +$6.71M | 2.13% | 4 |
|
|
2023
Q1 | $26.2M | Buy |
544,474
+50,529
| +10% | +$2.37M | 1.72% | 7 |
|
|
2022
Q4 | $22.2M | Sell |
493,945
-148,035
| -23% | -$6.69M | 1.65% | 7 |
|
|
2022
Q3 | $27M | Buy |
641,980
+3,165
| +0.5% | +$148K | 2.62% | 3 |
|
|
2022
Q2 | $28.3M | Buy |
638,815
+22,631
| +4% | +$1.09M | 2.67% | 3 |
|
|
2022
Q1 | $32.7M | Sell |
616,184
-30,236
| -5% | -$1.58M | 2.56% | 4 |
|
|
2021
Q4 | $36.1M | Buy |
646,420
+45,257
| +8% | +$2.44M | 2.75% | 3 |
|
|
2021
Q3 | $30.3M | Buy |
601,163
+571,164
| +1,904% | +$29.6M | 3.15% | 4 |
|
|
2021
Q2 | $1.51M | Buy |
29,999
+8,790
| +41% | +$431K | 0.1% | 211 |
|
|
2021
Q1 | $989K | Buy |
21,209
+5,437
| +34% | +$247K | 0.08% | 268 |
|
|
2020
Q4 | $693K | Sell |
15,772
-2,584
| -14% | -$108K | 0.06% | 304 |
|
|
2020
Q3 | $722K | Buy |
18,356
+977
| +6% | +$38K | 0.06% | 293 |
|
|
2020
Q2 | $628K | Sell |
17,379
-13,445
| -44% | -$462K | 0.05% | 327 |
|
|
2020
Q1 | $931K | Buy |
+30,824
| New | +$1.11M | 0.11% | 208 |
|
|
2019
Q4 | – | Sell |
-12,764
| Closed | -$445K | – | 572 |
|
|
2019
Q3 | $445K | Sell |
12,764
-2,289
| -15% | -$79.6K | 0.05% | 340 |
|
|
2019
Q2 | $533K | Buy |
15,053
+448
| +3% | +$15.2K | 0.05% | 311 |
|
|
2019
Q1 | $484K | Buy |
14,605
+2,005
| +16% | +$64K | 0.05% | 326 |
|
|
2018
Q4 | $368K | Buy |
12,600
+359
| +3% | +$11.3K | 0.05% | 366 |
|
|
2018
Q3 | $417K | Buy |
12,241
+333
| +3% | +$11.1K | 0.05% | 381 |
|
|
2018
Q2 | $377K | Buy |
11,908
+1,312
| +12% | +$41.6K | 0.03% | 429 |
|
|
2018
Q1 | $328K | Buy |
+10,596
| New | +$339K | 0.03% | 422 |
|
Other funds holding SPYM
UIM
Level Four Advisory Services's SPYM Position: Q1 2026 in Review
Level Four Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q1 2026, buying an estimated $13.3M and bringing the position to 528,965 shares worth $40.5M. The position accounts for 1.33% of the portfolio, ranked #10.
Level Four Advisory Services first reported a position in SPYM in Q1 2018 and has held it in 32 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.
- Level Four Advisory Services held 528,965 shares of State Street SPDR Portfolio S&P 500 ETF worth $40.5M as of Q1 2026.
- Level Four Advisory Services bought 166,691 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13.3M.
- State Street SPDR Portfolio S&P 500 ETF made up 1.33% of Level Four Advisory Services's portfolio in Q1 2026, its #10 holding.
- Level Four Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 32 quarters since.
- 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.