LWM
SPYM

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

Liberty Wealth Management’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 		$1.01M Hold
13,168
– – 0.13% 98
2026
Q1 		$1.01M Buy
13,168
+343
+3% +$27.4K 0.13% 98
2025
Q4 		$1.03M Buy
12,825
+339
+3% +$27K 0.13% 90
2025
Q3 		$978K Buy
12,486
+895
+8% +$67.5K 0.14% 88
2025
Q2 		$843K Buy
11,591
+974
+9% +$65.5K 0.13% 92
2025
Q1 		$698K Sell
10,617
-290
-3% -$20.1K 0.13% 76
2024
Q4 		$752K Sell
10,907
-619
-5% -$42.9K 0.13% 89
2024
Q3 		$778K Buy
11,526
+1,562
+16% +$102K 0.13% 89
2024
Q2 		$638K Buy
9,964
+1,471
+17% +$90.6K 0.12% 100
2024
Q1 		$523K Buy
8,493
+4,832
+132% +$283K 0.1% 103
2023
Q4 		$463K Sell
3,661
-4,585
-56% -$240K 0.1% 101
2023
Q3 		$414K Buy
8,246
+657
+9% +$34.4K 0.1% 103
2023
Q2 		$395K Buy
7,589
+463
+6% +$22.8K 0.1% 116
2023
Q1 		$343K Buy
+7,126
New +$334K 0.07% 157
2022
Q3 		$297K Buy
7,075
+1,766
+33% +$82.5K 0.08% 107
2022
Q2 		$235K Buy
5,309
+23
+0.4% +$1.11K 0.1% 127
2022
Q1 		$280K Buy
+5,286
New +$277K 0.1% 116
2021
Q4 		– Sell
-5,250
Closed -$283K – 125
2021
Q3 		$265K Buy
5,250
+15
+0.3% +$778 0.09% 133
2021
Q2 		$263K Buy
5,235
+3,897
+291% +$191K 0.1% 110
2021
Q1 		$59K Hold
1,338
– – 0.03% 256
2020
Q4 		$59K Buy
1,338
+727
+119% +$30.3K 0.03% 254
2020
Q3 		$24K Buy
+611
New +$23.8K 0.01% 371
2019
Q3 		– Sell
-886
Closed -$31K – 972
2019
Q2 		$31K Hold
886
– – 0.03% 337
2019
Q1 		$29K Hold
886
– – 0.02% 289
2018
Q4 		$25K Buy
+886
New +$27.9K 0.02% 294

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Liberty Wealth Management's SPYM Position: Q2 2026 in Review

Liberty Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 13,168 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #98.

Liberty Wealth Management first reported a position in SPYM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.03M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Liberty Wealth Management held 13,168 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.01M as of Q2 2026.
  • Liberty Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Liberty Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.03M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.