LFG
SPYM

Leverty Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Leverty Financial Group’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 		$463K Sell
5,266
-444
-8% -$37.9K 0.09% 27
2026
Q1 		$437K Sell
5,710
-657
-10% -$52.6K 0.1% 26
2025
Q4 		$511K Sell
6,367
-3,102
-33% -$247K 0.12% 23
2025
Q3 		$742K Sell
9,469
-1,517
-14% -$114K 0.19% 19
2025
Q2 		$799K Sell
10,986
-59,714
-84% -$4.02M 0.24% 18
2025
Q1 		$4.65M Buy
70,700
+57,578
+439% +$3.98M 1.9% 7
2024
Q4 		$905K Sell
13,122
-249
-2% -$17.3K 0.46% 15
2024
Q3 		$903K Buy
13,371
+2,842
+27% +$185K 0.49% 14
2024
Q2 		$674K Buy
10,529
+884
+9% +$54.4K 0.4% 13
2024
Q1 		$593K Buy
9,645
+742
+8% +$43.5K 0.35% 14
2023
Q4 		$498K Buy
+8,903
New +$466K 0.32% 15

Other funds holding SPYM

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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Leverty Financial Group's SPYM Position: Q2 2026 in Review

Leverty Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q2 2026, selling an estimated $37.9K and leaving 5,266 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #27.

Leverty Financial Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q1 2025. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Leverty Financial Group held 5,266 shares of State Street SPDR Portfolio S&P 500 ETF worth $463K as of Q2 2026.
  • Leverty Financial Group sold 444 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $37.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Leverty Financial Group's portfolio in Q2 2026, its #27 holding.
  • Leverty Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Leverty Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.65M in Q1 2025.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.