GHA
SPYM

GW Henssler & Associates’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

GW Henssler & Associates’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
Q1 		$248K Hold
3,243
– – 0.01% 192
2025
Q4 		$260K Sell
3,243
-151
-4% -$12K 0.01% 181
2025
Q3 		$266K Buy
+3,394
New +$256K 0.01% 169

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GW Henssler & Associates's SPYM Position: Q1 2026 in Review

GW Henssler & Associates held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 3,243 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #192.

GW Henssler & Associates first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • GW Henssler & Associates held 3,243 shares of State Street SPDR Portfolio S&P 500 ETF worth $248K as of Q1 2026.
  • GW Henssler & Associates left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of GW Henssler & Associates's portfolio in Q1 2026, its #192 holding.
  • GW Henssler & Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • GW Henssler & Associates's State Street SPDR Portfolio S&P 500 ETF position peaked at $266K in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.