Abner Herrman & Brock’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Abner Herrman & Brock’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	$444K	Hold	4,950	–	–	0.04%	76
2026 Q2	$435K	Hold	4,950	–	–	0.04%	75
2026 Q1	$379K	Hold	4,950	–	–	0.04%	77
2025 Q4	$397K	Sell	4,950 -219	-4%	-$17.4K	0.04%	81
2025 Q3	$405K	Buy	+5,169	New	+$390K	0.04%	80
2024 Q4	–	Sell	-10,040	Closed	-$678K	–	85
2024 Q3	$678K	Buy	+10,040	New	+$653K	0.08%	60

Other funds holding SPYM

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

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

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Abner Herrman & Brock's SPYM Position: Q3 2026 in Review

Abner Herrman & Brock held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 4,950 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #76.

Abner Herrman & Brock first reported a position in SPYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $678K in Q3 2024. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Abner Herrman & Brock held 4,950 shares of State Street SPDR Portfolio S&P 500 ETF worth $444K as of Q3 2026.
Abner Herrman & Brock left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Abner Herrman & Brock's portfolio in Q3 2026, its #76 holding.
Abner Herrman & Brock first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
Abner Herrman & Brock's State Street SPDR Portfolio S&P 500 ETF position peaked at $678K in Q3 2024.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.