First Heartland Consultants’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

First Heartland Consultants’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	$60M	Buy	683,011 +78,486	+13%	+$6.7M	3.88%	1
2026 Q1	$46.3M	Buy	604,525 +24,040	+4%	+$1.92M	3.54%	1
2025 Q4	$46.6M	Buy	580,485 +1,569	+0.3%	+$125K	3.53%	2
2025 Q3	$45.4M	Buy	578,916 +8,413	+1%	+$635K	3.66%	2
2025 Q2	$41.5M	Buy	570,503 +70,272	+14%	+$4.73M	3.69%	2
2025 Q1	$32.9M	Buy	500,231 +9,076	+2%	+$628K	3.39%	1
2024 Q4	$33.9M	Sell	491,155 -9,502	-2%	-$659K	3.47%	1
2024 Q3	$33.8M	Buy	500,657 +8,238	+2%	+$536K	3.63%	2
2024 Q2	$31.5K	Buy	492,419 +24,479	+5%	+$1.51M	2.2%	2
2024 Q1	$28.8M	Buy	467,940 +116,563	+33%	+$6.83M	2.99%	2
2023 Q4	$19.6M	Buy	351,377 +3,092	+0.9%	+$162K	2.37%	6
2023 Q3	$17.5M	Buy	348,285 +270,301	+347%	+$14.1M	2.21%	6
2023 Q2	$4.06M	Sell	77,984 -8,609	-10%	-$425K	0.53%	52
2023 Q1	$4.17M	Sell	86,593 -4,235	-5%	-$199K	0.63%	39
2022 Q4	$4.09M	Sell	90,828 -7,275	-7%	-$329K	0.66%	36
2022 Q3	$4.12K	Buy	98,103 +1,104	+1%	+$51.6K	0.35%	38
2022 Q2	$4.3M	Buy	96,999 +1,161	+1%	+$55.9K	0.67%	33
2022 Q1	$5.09M	Sell	95,838 -50,674	-35%	-$2.65M	0.79%	25
2021 Q4	$8.18K	Buy	146,512 +69,770	+91%	+$3.77M	0.31%	24
2021 Q3	$3.87M	Buy	76,742 +9,049	+13%	+$469K	0.59%	40
2021 Q2	$3.41M	Sell	67,693 -34,660	-34%	-$1.7M	0.52%	50
2021 Q1	$4.77M	Sell	102,353 -375,164	-79%	-$17M	0.76%	37
2020 Q4	$21M	Buy	477,517 +145,488	+44%	+$6.07M	3.49%	4
2020 Q3	$13.1M	Sell	332,029 -63,733	-16%	-$2.48M	2.48%	10
2020 Q2	$14.3M	Buy	395,762 +197,732	+100%	+$6.8M	2.83%	4
2020 Q1	$5.99M	Sell	198,030 -504,570	-72%	-$18.1M	1.54%	12
2019 Q4	$26.6M	Buy	702,600 +156,461	+29%	+$5.66M	5.23%	1
2019 Q3	$19M	Sell	546,139 -22,929	-4%	-$797K	4.08%	2
2019 Q2	$19.7M	Buy	569,068 +12,386	+2%	+$420K	4.72%	1
2019 Q1	$18.5M	Buy	556,682 +474,228	+575%	+$15.1M	5.18%	1
2018 Q4	$2.41M	Buy	82,454 +74,859	+986%	+$2.36M	0.9%	34
2018 Q3	$259K	Sell	7,595 -2,610	-26%	-$87.3K	0.08%	208
2018 Q2	$325K	Sell	10,205 -82,812	-89%	-$2.63M	0.11%	180
2018 Q1	$2.88M	Buy	93,017 +85,149	+1,082%	+$2.72M	0.86%	29
2017 Q4	$246K	Buy	+7,868	New	+$240K	0.07%	236

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

First Heartland Consultants's SPYM Position: Q2 2026 in Review

First Heartland Consultants increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q2 2026, buying an estimated $6.7M and bringing the position to 683,011 shares worth $60M. The position accounts for 3.88% of the portfolio, ranked #1.

First Heartland Consultants first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 817 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

First Heartland Consultants held 683,011 shares of State Street SPDR Portfolio S&P 500 ETF worth $60M as of Q2 2026.
First Heartland Consultants bought 78,486 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.7M.
State Street SPDR Portfolio S&P 500 ETF made up 3.88% of First Heartland Consultants's portfolio in Q2 2026, its #1 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
817 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.