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

My Legacy 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
2025 Q2	$4.13M	Sell	56,158 -46,644	-45%	-$3.14M	1.47%	14
2025 Q1	$6.76M	Sell	102,802 -8,353	-8%	-$578K	2.61%	7
2024 Q4	$7.75M	Sell	111,155 -1,169	-1%	-$81K	3.01%	5
2024 Q3	$7.58M	Sell	112,324 -121,307	-52%	-$7.89M	2.99%	5
2024 Q2	$15M	Sell	233,631 -28,193	-11%	-$1.74M	4.78%	1
2024 Q1	$16.1M	Sell	261,824 -65,639	-20%	-$3.84M	5.4%	1
2023 Q4	$18.4M	Buy	327,463 +19,252	+6%	+$1.01M	6.63%	1
2023 Q3	$15.5M	Buy	308,211 +101,756	+49%	+$5.32M	6.29%	1
2023 Q2	$10.9M	Buy	206,455 +21,847	+12%	+$1.08M	4.29%	1
2023 Q1	$8.89M	Buy	184,608 +11,944	+7%	+$560K	3.81%	1
2022 Q4	$8.37M	Buy	172,664 +60,664	+54%	+$2.74M	3.57%	1
2022 Q3	$4.71M	Buy	112,000 +54,390	+94%	+$2.54M	2.38%	4
2022 Q2	$2.6M	Buy	57,610 +36,877	+178%	+$1.78M	1.3%	14
2022 Q1	$1.1M	Buy	+20,733	New	+$1.09M	0.51%	53

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

My Legacy Advisors's SPYM Position: Q2 2025 in Review

My Legacy Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 45% in Q2 2025, selling an estimated $3.14M and leaving 56,158 shares worth $4.13M. The position accounts for 1.47% of the portfolio, ranked #14.

My Legacy Advisors first reported a position in SPYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.4M in Q4 2023. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

My Legacy Advisors held 56,158 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.13M as of Q2 2025.
My Legacy Advisors sold 46,644 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $3.14M.
State Street SPDR Portfolio S&P 500 ETF made up 1.47% of My Legacy Advisors's portfolio in Q2 2025, its #14 holding.
My Legacy Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.4M in Q4 2023.
1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.