LVW Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LVW Advisors’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	$109M	Buy	1,241,597 +83,132	+7%	+$7.09M	9.43%	1
2026 Q1	$88.7M	Buy	1,158,465 +724,093	+167%	+$57.9M	8.45%	1
2025 Q4	$34.8M	Buy	434,372 +139,391	+47%	+$11.1M	3.53%	9
2025 Q3	$23.1M	Buy	+294,981	New	+$22.3M	2.36%	13
2020 Q2	–	Sell	-9,313	Closed	-$282K	–	210
2020 Q1	$282K	Buy	+9,313	New	+$334K	0.08%	128

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors's SPYM Position: Q2 2026 in Review

LVW Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.2% in Q2 2026, buying an estimated $7.09M and bringing the position to 1,241,597 shares worth $109M. The position accounts for 9.43% of the portfolio, ranked #1.

LVW Advisors first reported a position in SPYM in Q1 2020 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

LVW Advisors held 1,241,597 shares of State Street SPDR Portfolio S&P 500 ETF worth $109M as of Q2 2026.
LVW Advisors bought 83,132 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.09M.
State Street SPDR Portfolio S&P 500 ETF made up 9.43% of LVW Advisors's portfolio in Q2 2026, its #1 holding.
LVW Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 5 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.