LPL Financial
SPYM

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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
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.