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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPYM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 474 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Halbert Hargrove Global Advisors first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Halbert Hargrove Global Advisors held 474 shares of State Street SPDR Portfolio S&P 500 ETF worth $41.7K as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #221 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 7 quarters since.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.