Lodestar Private Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lodestar Private Asset 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	$402K	Sell	4,572 -275	-6%	-$23.5K	0.03%	172
2026 Q1	$371K	Hold	4,847	–	–	0.04%	168
2025 Q4	$389K	Buy	4,847 +25	+0.5%	+$1.99K	0.04%	167
2025 Q3	$378K	Hold	4,822	–	–	0.04%	172
2025 Q2	$351K	Buy	+4,822	New	+$324K	0.04%	172

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

Lodestar Private Asset Management's SPYM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.7% in Q2 2026, selling an estimated $23.5K and leaving 4,572 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #172.

Lodestar Private Asset Management first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lodestar Private Asset Management held 4,572 shares of State Street SPDR Portfolio S&P 500 ETF worth $402K as of Q2 2026.
Lodestar Private Asset Management sold 275 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $23.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #172 holding.
Lodestar Private Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.