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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lodestar Private Asset Management's SPYM Position: Q1 2026 in Review

Lodestar Private Asset Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 4,847 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #168.

Lodestar Private Asset Management first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Lodestar Private Asset Management held 4,847 shares of State Street SPDR Portfolio S&P 500 ETF worth $371K as of Q1 2026.
Lodestar Private Asset Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q1 2026, its #168 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 4 quarters since.
Lodestar Private Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $389K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.