Hartford Financial Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hartford Financial Management’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	$1.54M	Buy	20,106 +883	+5%	+$70.6K	0.39%	63
2025 Q4	$1.54M	Buy	19,223 +247	+1%	+$19.6K	0.4%	60
2025 Q3	$1.49M	Buy	18,976 +10,065	+113%	+$759K	0.39%	64
2025 Q2	$648K	Hold	8,911	–	–	0.18%	93
2025 Q1	$586K	Sell	8,911 -11,964	-57%	-$827K	0.12%	127
2024 Q4	$1.44M	Buy	20,875 +2,888	+16%	+$200K	0.29%	96
2024 Q3	$1.21M	Buy	17,987 +3,970	+28%	+$258K	0.25%	105
2024 Q2	$897K	Buy	14,017 +792	+6%	+$48.8K	0.19%	112
2024 Q1	$814K	Buy	+13,225	New	+$775K	0.17%	117

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hartford Financial Management's SPYM Position: Q1 2026 in Review

Hartford Financial Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.6% in Q1 2026, buying an estimated $70.6K and bringing the position to 20,106 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #63.

Hartford Financial Management first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Hartford Financial Management held 20,106 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.54M as of Q1 2026.
Hartford Financial Management bought 883 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $70.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.39% of Hartford Financial Management's portfolio in Q1 2026, its #63 holding.
Hartford Financial Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Hartford Financial Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.54M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.