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 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 $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

Lowe Brockenbrough & Co's SPYM Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.08% in Q1 2026, selling an estimated $80 and leaving 1,242 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Lowe Brockenbrough & Co first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $99.7K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Lowe Brockenbrough & Co held 1,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $95.1K as of Q1 2026.
Lowe Brockenbrough & Co sold 1 State Street SPDR Portfolio S&P 500 ETF share in Q1 2026, an estimated $80.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #287 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 4 quarters since.
Lowe Brockenbrough & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $99.7K 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 Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.