Lowe Brockenbrough & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Lowe Brockenbrough & Co’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	$109K	Hold	1,242	–	–	﹤0.01%	292
2026 Q1	$95.1K	Sell	1,242 -1	-0.1%	-$80	﹤0.01%	287
2025 Q4	$99.7K	Buy	1,243 +1	+0.1%	+$80	﹤0.01%	289
2025 Q3	$97.3K	Hold	1,242	–	–	0.01%	297
2025 Q2	$90.3K	Buy	+1,242	New	+$83.5K	0.01%	285

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

Lowe Brockenbrough & Co's SPYM Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 1,242 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Lowe Brockenbrough & Co 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.

Lowe Brockenbrough & Co held 1,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $109K as of Q2 2026.
Lowe Brockenbrough & Co left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #292 holding.
Lowe Brockenbrough & Co 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 Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.