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

Lord & Richards 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	$18.4M	Buy	209,830 +8,222	+4%	+$701K	14.43%	1
2026 Q1	$15.4M	Buy	201,608 +8,153	+4%	+$652K	13.54%	1
2025 Q4	$15.5M	Buy	193,455 +65,590	+51%	+$5.22M	13.33%	1
2025 Q3	$10M	Buy	127,865 +12,531	+11%	+$945K	9.17%	2
2025 Q2	$8.38M	Buy	115,334 +16,307	+16%	+$1.1M	8.76%	3
2025 Q1	$6.51M	Buy	99,027 +48,918	+98%	+$3.38M	7.38%	3
2024 Q4	$3.45M	Buy	+50,109	New	+$3.47M	7.29%	1

Other funds holding SPYM

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Lord & Richards Wealth Management's SPYM Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.1% in Q2 2026, buying an estimated $701K and bringing the position to 209,830 shares worth $18.4M. The position accounts for 14.43% of the portfolio, ranked #1.

Lord & Richards Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Lord & Richards Wealth Management held 209,830 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.4M as of Q2 2026.
Lord & Richards Wealth Management bought 8,222 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $701K.
State Street SPDR Portfolio S&P 500 ETF made up 14.43% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #1 holding.
Lord & Richards Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.