Beaird Harris Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Beaird Harris Wealth Management’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	$94.6K	Hold	1,077	–	–	0.01%	212
2026 Q1	$82.4K	Hold	1,077	–	–	0.01%	201
2025 Q4	$86.4K	Buy	1,077 +82	+8%	+$6.52K	0.01%	208
2025 Q3	$77.9K	Hold	995	–	–	0.01%	204
2025 Q2	$72.3K	Buy	+995	New	+$66.9K	0.01%	218
2022 Q2	–	Sell	-183	Closed	-$10K	–	581
2022 Q1	$10K	Hold	183	–	–	﹤0.01%	326
2021 Q4	$10K	Buy	+183	New	+$9.88K	﹤0.01%	405

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Beaird Harris Wealth Management's SPYM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 1,077 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #212.

Beaird Harris Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Beaird Harris Wealth Management held 1,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $94.6K as of Q2 2026.
Beaird Harris Wealth Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #212 holding.
Beaird Harris Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.