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
2024 Q4	–	Sell	-10,500	Closed	-$709K	–	5421
2024 Q3	$709K	Buy	+10,500	New	+$683K	﹤0.01%	3713

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

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

LPL Financial's SPYM Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8% in Q2 2026, buying an estimated $401M and bringing the position to 63,355,614 shares worth $5.57B. The position accounts for 1.25% of the portfolio, ranked #6.

LPL Financial first reported a position in SPYM in Q1 2015 and has held it in 46 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

LPL Financial held 63,355,614 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.57B as of Q2 2026.
LPL Financial bought 4,695,076 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $401M.
State Street SPDR Portfolio S&P 500 ETF made up 1.25% of LPL Financial's portfolio in Q2 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 46 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.