Hardy Reed’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hardy Reed’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	$458K	Buy	5,206 +29	+0.6%	+$2.47K	0.03%	162
2026 Q1	$396K	Hold	5,177	–	–	0.03%	163
2025 Q4	$415K	Hold	5,177	–	–	0.03%	158
2025 Q3	$406K	Hold	5,177	–	–	0.03%	162
2025 Q2	$376K	Hold	5,177	–	–	0.03%	164
2025 Q1	$340K	Hold	5,177	–	–	0.03%	171
2024 Q4	$357K	Hold	5,177	–	–	0.03%	165
2024 Q3	$350K	Hold	5,177	–	–	0.03%	170
2024 Q2	$331K	Hold	5,177	–	–	0.03%	170
2024 Q1	$319K	Hold	5,177	–	–	0.04%	86
2023 Q4	$289K	Hold	5,177	–	–	0.04%	94
2023 Q3	$260K	Hold	5,177	–	–	0.05%	84
2023 Q2	$270K	Hold	5,177	–	–	0.05%	80
2023 Q1	$249K	Hold	5,177	–	–	0.04%	92
2022 Q4	$233K	Buy	+5,177	New	+$234K	0.04%	96

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Hardy Reed's SPYM Position: Q2 2026 in Review

Hardy Reed increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.56% in Q2 2026, buying an estimated $2.47K and bringing the position to 5,206 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #162.

Hardy Reed first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Hardy Reed held 5,206 shares of State Street SPDR Portfolio S&P 500 ETF worth $458K as of Q2 2026.
Hardy Reed bought 29 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.47K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #162 holding.
Hardy Reed first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.