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 Q3	$15.7M	Sell	174,743 -35,087	-17%	-$3.14M	11.98%	1
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Lord & Richards Wealth Management's SPYM Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q3 2026, selling an estimated $3.14M and leaving 174,743 shares worth $15.7M. The position accounts for 11.98% of the portfolio, ranked #1.

Lord & Richards Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q2 2026. 1,566 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Lord & Richards Wealth Management held 174,743 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.7M as of Q3 2026.
Lord & Richards Wealth Management sold 35,087 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $3.14M.
State Street SPDR Portfolio S&P 500 ETF made up 11.98% of Lord & Richards Wealth Management's portfolio in Q3 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 8 quarters since.
Lord & Richards Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.4M in Q2 2026.
1,566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.