LPL Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LPL Financial’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	$4.49B	Buy	58,660,538 +7,149,483	+14%	+$572M	1.19%	6
2025 Q4	$4.13B	Buy	51,511,055 +3,050,730	+6%	+$243M	1.13%	10
2025 Q3	$3.8B	Buy	48,460,325 +3,727,555	+8%	+$281M	1.11%	10
2025 Q2	$3.25B	Buy	44,732,770 +2,772,079	+7%	+$186M	1.08%	12
2025 Q1	$2.76B	Buy	41,960,691 +2,643,842	+7%	+$183M	1.07%	11
2024 Q4	$2.71B	Buy	39,316,849 +3,687,146	+10%	+$256M	1.1%	13
2024 Q3	$2.41B	Buy	35,629,703 +3,501,943	+11%	+$228M	1.07%	13
2024 Q2	$2.06B	Buy	32,127,760 +2,389,144	+8%	+$147M	1.02%	14
2024 Q1	$1.83B	Buy	29,738,616 +2,300,741	+8%	+$135M	0.98%	14
2023 Q4	$1.53B	Buy	27,437,875 +4,614,754	+20%	+$242M	0.93%	14
2023 Q3	$1.15B	Buy	22,823,121 +2,235,952	+11%	+$117M	0.8%	17
2023 Q2	$1.07B	Buy	20,587,169 +2,661,361	+15%	+$131M	0.77%	21
2023 Q1	$863M	Buy	17,925,808 +2,823,990	+19%	+$132M	0.67%	23
2022 Q4	$679M	Buy	15,101,818 +1,119,729	+8%	+$50.6M	0.58%	30
2022 Q3	$587M	Buy	13,982,089 +3,157,189	+29%	+$147M	0.57%	32
2022 Q2	$480M	Buy	10,824,900 +359,417	+3%	+$17.3M	0.46%	42
2022 Q1	$556M	Buy	10,465,483 +1,709,913	+20%	+$89.5M	0.48%	38
2021 Q4	$489M	Buy	8,755,570 +1,133,396	+15%	+$61.2M	0.41%	48
2021 Q3	$385M	Buy	7,622,174 +1,551,019	+26%	+$80.4M	0.36%	52
2021 Q2	$306M	Buy	6,071,155 +617,308	+11%	+$30.3M	0.31%	66
2021 Q1	$254M	Buy	5,453,847 +168,814	+3%	+$7.66M	0.29%	70
2020 Q4	$232M	Buy	5,285,033 +1,878,912	+55%	+$78.4M	0.3%	62
2020 Q3	$134M	Buy	3,406,121 +438,479	+15%	+$17.1M	0.21%	97
2020 Q2	$108M	Buy	2,967,642 +32,383	+1%	+$1.11M	0.19%	110
2020 Q1	$88.8M	Buy	2,935,259 +2,401,010	+449%	+$86.1M	0.19%	101
2019 Q4	$20.2M	Buy	534,249 +245,759	+85%	+$8.89M	0.04%	354
2019 Q3	$10.1M	Buy	288,490 +105,380	+58%	+$3.66M	0.02%	532
2019 Q2	$6.33M	Buy	183,110 +28,745	+19%	+$974K	0.01%	691
2019 Q1	$5.13M	Buy	154,365 +13,253	+9%	+$423K	0.01%	747
2018 Q4	$4.12M	Sell	141,112 -10,690	-7%	-$337K	0.01%	766
2018 Q3	$5.17M	Buy	151,802 +6,746	+5%	+$226K	0.01%	722
2018 Q2	$4.62M	Buy	145,056 +2,845	+2%	+$90.3K	0.01%	745
2018 Q1	$4.4M	Buy	142,211 +25,836	+22%	+$826K	0.01%	750
2017 Q4	$3.64M	Buy	116,375 +10,227	+10%	+$312K	0.01%	775
2017 Q3	$3.13M	Buy	106,148 +17,984	+20%	+$520K	0.01%	784
2017 Q2	$2.51M	Buy	88,164 +11,000	+14%	+$310K	0.01%	815
2017 Q1	$2.13M	Buy	77,164 +22,416	+41%	+$612K	0.01%	803
2016 Q4	$1.44M	Buy	54,748 +10,116	+23%	+$259K	0.01%	981
2016 Q3	$1.12M	Sell	44,632 -59,424	-57%	-$1.51M	0.01%	1107
2016 Q2	$2.55M	Sell	104,056 -245,076	-70%	-$5.95M	0.02%	636
2016 Q1	$8.33M	Sell	349,132 -1,141,016	-77%	-$26M	0.02%	496
2015 Q4	$35.1M	Buy	1,490,148 +734,376	+97%	+$17.7M	0.1%	190
2015 Q3	$17.7M	Buy	755,772 +175,656	+30%	+$4.2M	0.1%	191
2015 Q2	$14.2M	Buy	580,116 +263,536	+83%	+$6.55M	0.07%	240
2015 Q1	$7.7M	Buy	+316,580	New	+$7.7M	0.04%	368

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial's SPYM Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2026, buying an estimated $572M and bringing the position to 58,660,538 shares worth $4.49B. The position accounts for 1.19% of the portfolio, ranked #6.

LPL Financial first reported a position in SPYM in Q1 2015 and has held it in 45 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

LPL Financial held 58,660,538 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.49B as of Q1 2026.
LPL Financial bought 7,149,483 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $572M.
State Street SPDR Portfolio S&P 500 ETF made up 1.19% of LPL Financial's portfolio in Q1 2026, its #6 holding.
LPL Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2015 and has held it in 45 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.