Lloyd Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lloyd Advisory Services’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	$21.8M	Buy	247,604 +231,715	+1,458%	+$19.8M	8.43%	2
2026 Q1	$1.22M	Sell	15,889 -304,508	-95%	-$24.4M	0.35%	28
2025 Q4	$25.7M	Buy	320,397 +11,743	+4%	+$934K	9.97%	1
2025 Q3	$24.2M	Sell	308,654 -24,038	-7%	-$1.81M	11.38%	1
2025 Q2	$24.2M	Sell	332,692 -13,356	-4%	-$898K	11.69%	1
2025 Q1	$22.8M	Sell	346,048 -53,084	-13%	-$3.67M	11.43%	1
2024 Q4	$27.5M	Sell	399,132 -40,397	-9%	-$2.8M	13.04%	1
2024 Q3	$29.7M	Sell	439,529 -5,609	-1%	-$365K	14.34%	1
2024 Q2	$28.5M	Buy	+445,138	New	+$27.4M	13.41%	1
2024 Q1	–	Sell	-496,212	Closed	-$27.7M	–	175
2023 Q4	$27.7M	Buy	+496,212	New	+$26M	13.14%	1
2022 Q4	$30.9M	Sell	687,598 -61,625	-8%	-$2.79M	21.5%	1
2022 Q3	$31.5M	Buy	749,223 +41,546	+6%	+$1.94M	22.97%	1
2022 Q2	$31.4M	Buy	707,677 +31,681	+5%	+$1.53M	24.43%	1
2022 Q1	$35.9M	Buy	675,996 +61,308	+10%	+$3.21M	16.73%	1
2021 Q4	$34.3M	Buy	614,688 +7,575	+1%	+$409K	15.82%	1
2021 Q3	$30.6M	Sell	607,113 -17,650	-3%	-$915K	15.76%	1
2021 Q2	$31.4M	Buy	624,763 +2,171	+0.3%	+$107K	15.89%	1
2021 Q1	$29M	Buy	622,592 +607,392	+3,996%	+$27.5M	15.78%	1
2020 Q4	$668K	Sell	15,200 -707	-4%	-$29.5K	0.37%	24
2020 Q3	$626K	Buy	+15,907	New	+$619K	0.38%	19
2020 Q1	–	Sell	-1,584	Closed	-$60K	–	389
2019 Q4	$60K	Buy	+1,584	New	+$57.3K	0.05%	111

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

Lloyd Advisory Services's SPYM Position: Q2 2026 in Review

Lloyd Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,458% in Q2 2026, buying an estimated $19.8M and bringing the position to 247,604 shares worth $21.8M. The position accounts for 8.43% of the portfolio, ranked #2.

Lloyd Advisory Services first reported a position in SPYM in Q4 2019 and has held it in 21 quarters since. The position peaked at $35.9M in Q1 2022. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lloyd Advisory Services held 247,604 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.8M as of Q2 2026.
Lloyd Advisory Services bought 231,715 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $19.8M.
State Street SPDR Portfolio S&P 500 ETF made up 8.43% of Lloyd Advisory Services's portfolio in Q2 2026, its #2 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $35.9M in Q1 2022.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.