LAS
SPYM

LWM Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

LWM Advisory Services’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 		$883K Buy
+10,052
New +$858K 1.58% 16

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
GT
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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LWM Advisory Services's SPYM Position: Q2 2026 in Review

LWM Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 10,052 shares worth $883K. The stake represents 1.58% of the portfolio and ranks #16 among its holdings.

1,051 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • LWM Advisory Services held 10,052 shares of State Street SPDR Portfolio S&P 500 ETF worth $883K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new LWM Advisory Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.58% of LWM Advisory Services's portfolio in Q2 2026, its #16 holding.
  • 1,051 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.