LWM
SPYM

LongView Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LongView Wealth 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 		$1.36M Buy
15,502
+3,157
+26% +$269K 0.35% 65
2026
Q1 		$1.01M Buy
12,345
+1,245
+11% +$99.6K 0.25% 89
2025
Q4 		$908K Buy
11,100
+1,185
+12% +$94.2K 0.22% 94
2025
Q3 		$777K Sell
9,915
-1,073
-10% -$80.9K 0.21% 96
2025
Q2 		$799K Buy
10,988
+1,446
+15% +$97.2K 0.24% 86
2025
Q1 		$627K Buy
9,542
+943
+11% +$65.2K 0.19% 100
2024
Q4 		$593K Buy
8,599
+1,275
+17% +$88.4K 0.18% 102
2024
Q3 		$494K Buy
7,324
+940
+15% +$61.1K 0.16% 114
2024
Q2 		$409K Buy
6,384
+1,210
+23% +$74.5K 0.15% 118
2024
Q1 		$318K Buy
5,174
+1,281
+33% +$75K 0.13% 139
2023
Q4 		$217K Buy
+3,893
New +$204K 0.1% 164

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

LongView Wealth Management's SPYM Position: Q2 2026 in Review

LongView Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q2 2026, buying an estimated $269K and bringing the position to 15,502 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #65.

LongView Wealth Management first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • LongView Wealth Management held 15,502 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.36M as of Q2 2026.
  • LongView Wealth Management bought 3,157 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $269K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.35% of LongView Wealth Management's portfolio in Q2 2026, its #65 holding.
  • LongView Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.