BHPW
SPYM

Box Hill Private Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Box Hill Private Wealth’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 		$289K Buy
3,216
+9
+0.3% +$805 0.21% 59
2026
Q2 		$282K Buy
3,207
+9
+0.3% +$768 0.23% 59
2026
Q1 		$245K Buy
+3,198
New +$256K 0.24% 57

Other funds holding SPYM

FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Box Hill Private Wealth's SPYM Position: Q3 2026 in Review

Box Hill Private Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.28% in Q3 2026, buying an estimated $805 and bringing the position to 3,216 shares worth $289K. The position accounts for 0.21% of the portfolio, ranked #59.

Box Hill Private Wealth first reported a position in SPYM in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Box Hill Private Wealth held 3,216 shares of State Street SPDR Portfolio S&P 500 ETF worth $289K as of Q3 2026.
  • Box Hill Private Wealth bought 9 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $805.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Box Hill Private Wealth's portfolio in Q3 2026, its #59 holding.
  • Box Hill Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.