LifeWealth Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LifeWealth Investments’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	$3.03M	Sell	34,487 -14,593	-30%	-$1.25M	0.81%	35
2026 Q1	$3.76M	Sell	49,080 -11,084	-18%	-$887K	1.12%	24
2025 Q4	$4.83M	Sell	60,164 -6,515	-10%	-$518K	1.53%	20
2025 Q3	$5.22M	Sell	66,679 -4,883	-7%	-$368K	1.72%	16
2025 Q2	$5.2M	Buy	71,562 +10,002	+16%	+$673K	1.89%	14
2025 Q1	$4.05M	Buy	61,560 +28,110	+84%	+$1.94M	1.95%	12
2024 Q4	$2.31M	Buy	+33,450	New	+$2.32M	1.53%	20

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LifeWealth Investments's SPYM Position: Q2 2026 in Review

LifeWealth Investments reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 30% in Q2 2026, selling an estimated $1.25M and leaving 34,487 shares worth $3.03M. The position accounts for 0.81% of the portfolio, ranked #35.

LifeWealth Investments first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.22M in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

LifeWealth Investments held 34,487 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.03M as of Q2 2026.
LifeWealth Investments sold 14,593 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.25M.
State Street SPDR Portfolio S&P 500 ETF made up 0.81% of LifeWealth Investments's portfolio in Q2 2026, its #35 holding.
LifeWealth Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.22M in Q3 2025.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.