MLL
SPYM

Moody Lynn & Lieberson’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Moody Lynn & Lieberson’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 		$211K Buy
+2,400
New +$205K 0.01% 252
2024
Q2 		– Sell
-4,244
Closed -$261K – 247
2024
Q1 		$261K Buy
+4,244
New +$249K 0.02% 210

Other funds holding SPYM

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
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
GI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Moody Lynn & Lieberson's SPYM Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,400 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in SPYM as recently as Q1 2024.

Moody Lynn & Lieberson first reported a position in SPYM in Q1 2024 and has held it in 2 quarters since. The position peaked at $261K in Q1 2024. 872 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Moody Lynn & Lieberson held 2,400 shares of State Street SPDR Portfolio S&P 500 ETF worth $211K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new Moody Lynn & Lieberson position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #252 holding.
  • Moody Lynn & Lieberson first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 2 quarters since.
  • Moody Lynn & Lieberson's State Street SPDR Portfolio S&P 500 ETF position peaked at $261K in Q1 2024.
  • 872 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.