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 Q3	$110M	Sell	1,220,711 -20,886	-2%	-$1.87M	9.23%	1
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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

LVW Advisors's SPYM Position: Q3 2026 in Review

LVW Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q3 2026, selling an estimated $1.87M and leaving 1,220,711 shares worth $110M. The position accounts for 9.23% of the portfolio, ranked #1.

LVW Advisors first reported a position in SPYM in Q1 2020 and has held it in 6 quarters since. 810 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

LVW Advisors held 1,220,711 shares of State Street SPDR Portfolio S&P 500 ETF worth $110M as of Q3 2026.
LVW Advisors sold 20,886 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.87M.
State Street SPDR Portfolio S&P 500 ETF made up 9.23% of LVW Advisors's portfolio in Q3 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 6 quarters since.
810 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.