LF
SPYM

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

LifeSteps Financial’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 		$131K Buy
+1,490
New +$127K 0.06% 128
2024
Q2 		– Sell
-711
Closed -$43.7K – 356
2024
Q1 		$43.7K Buy
+711
New +$41.6K 0.03% 166

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

LifeSteps Financial's SPYM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 1,490 shares worth $131K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SPYM as recently as Q1 2024.

LifeSteps Financial first reported a position in SPYM in Q1 2024 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • LifeSteps Financial held 1,490 shares of State Street SPDR Portfolio S&P 500 ETF worth $131K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #128 holding.
  • LifeSteps Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.