LFA
SPYM

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

LGT Financial Advisors’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
2025
Q4 		– Sell
-3,988
Closed -$312K – 358
2025
Q3 		$312K Hold
3,988
– – 0.67% 37
2025
Q2 		$290K Sell
3,988
-205
-5% -$13.8K 0.74% 30
2025
Q1 		$276K Sell
4,193
-7,702
-65% -$533K 0.84% 31
2024
Q4 		$820K Sell
11,895
-401
-3% -$27.8K 1.81% 11
2024
Q3 		$830K Sell
12,296
-1,882
-13% -$122K 2.05% 9
2024
Q2 		$907K Sell
14,178
-1,105
-7% -$68K 1.91% 9
2024
Q1 		$940K Sell
15,283
-443
-3% -$25.9K 1.09% 17
2023
Q4 		$879K Buy
15,726
+243
+2% +$12.7K 1.07% 18
2023
Q3 		$778K Sell
15,483
-1,519
-9% -$79.5K 0.99% 18
2023
Q2 		$886K Buy
+17,002
New +$839K 0.94% 32
2023
Q1 		– Sell
-67,240
Closed -$3.02M – 180
2022
Q4 		$3.02M Buy
+67,240
New +$3.04M 3.56% 7

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's SPYM Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 3,988 shares — an estimated $312K sold.

LGT Financial Advisors first reported a position in SPYM in Q4 2022 and held it in 11 quarters. The position peaked at $3.02M in Q4 2022. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • LGT Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3,988 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $312K.
  • LGT Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.02M in Q4 2022.
  • 1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.