Liberty Square Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Liberty Square Wealth Partners’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	$51.3M	Buy	669,716 +68,621	+11%	+$5.49M	14.3%	2
2025 Q4	$48.2M	Buy	601,095 +140,053	+30%	+$11.1M	13.75%	2
2025 Q3	$36.1M	Buy	461,042 +92,450	+25%	+$6.97M	11.15%	3
2025 Q2	$26.8M	Sell	368,592 -564	-0.2%	-$37.9K	9.26%	2
2025 Q1	$24.3M	Buy	369,156 +4,492	+1%	+$311K	9.26%	2
2024 Q4	$26.2M	Buy	+364,664	New	+$25.3M	9.54%	2

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

Liberty Square Wealth Partners's SPYM Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, buying an estimated $5.49M and bringing the position to 669,716 shares worth $51.3M. The position accounts for 14.3% of the portfolio, ranked #2.

Liberty Square Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Liberty Square Wealth Partners held 669,716 shares of State Street SPDR Portfolio S&P 500 ETF worth $51.3M as of Q1 2026.
Liberty Square Wealth Partners bought 68,621 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $5.49M.
State Street SPDR Portfolio S&P 500 ETF made up 14.3% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #2 holding.
Liberty Square Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.