GHI
SPYM

Gross & Hartman Investments’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Gross & Hartman Investments’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 		$882K Buy
10,038
+1,315
+15% +$112K 0.39% 23
2026
Q1 		$668K Sell
8,723
-14
-0.2% -$1.12K 0.35% 24
2025
Q4 		$701K Buy
+8,737
New +$695K 0.4% 26

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Gross & Hartman Investments's SPYM Position: Q2 2026 in Review

Gross & Hartman Investments increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 15% in Q2 2026, buying an estimated $112K and bringing the position to 10,038 shares worth $882K. The position accounts for 0.39% of the portfolio, ranked #23.

Gross & Hartman Investments first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,653 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Gross & Hartman Investments held 10,038 shares of State Street SPDR Portfolio S&P 500 ETF worth $882K as of Q2 2026.
  • Gross & Hartman Investments bought 1,315 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $112K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.39% of Gross & Hartman Investments's portfolio in Q2 2026, its #23 holding.
  • Gross & Hartman Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,653 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.