Halbert Hargrove Global Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Halbert Hargrove Global Advisors’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	$42.5K	Hold	474	–	–	﹤0.01%	207
2026 Q2	$41.7K	Hold	474	–	–	﹤0.01%	221
2026 Q1	$36.3K	Hold	474	–	–	﹤0.01%	211
2025 Q4	$38K	Sell	474 -35	-7%	-$2.78K	﹤0.01%	211
2025 Q3	$39.9K	Sell	509 -23	-4%	-$1.74K	﹤0.01%	204
2025 Q2	$38.7K	Hold	532	–	–	﹤0.01%	158
2025 Q1	$35K	Hold	532	–	–	﹤0.01%	166
2024 Q4	$36.7K	Buy	+532	New	+$36.9K	﹤0.01%	168

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPYM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 474 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Halbert Hargrove Global Advisors first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Halbert Hargrove Global Advisors held 474 shares of State Street SPDR Portfolio S&P 500 ETF worth $42.5K as of Q3 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #207 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.