EFG
SPYM

Everhart Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Everhart Financial Group’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 		$256K Buy
2,911
+62
+2% +$5.29K 0.02% 418
2026
Q1 		$218K Buy
+2,849
New +$228K 0.02% 430

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
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

Everhart Financial Group's SPYM Position: Q2 2026 in Review

Everhart Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, buying an estimated $5.29K and bringing the position to 2,911 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #418.

Everhart Financial Group first reported a position in SPYM in Q1 2026 and has held it in 2 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Everhart Financial Group held 2,911 shares of State Street SPDR Portfolio S&P 500 ETF worth $256K as of Q2 2026.
  • Everhart Financial Group bought 62 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.29K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #418 holding.
  • Everhart Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.