HBW
SPYM

Hazlett, Burt & Watson’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hazlett, Burt & Watson’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 		– Sell
-169
Closed -$14K – 950
2025
Q4 		$14K Hold
169
– – ﹤0.01% 654
2025
Q3 		$13K Hold
169
– – ﹤0.01% 627
2025
Q2 		$12K Buy
169
+31
+22% +$2.08K ﹤0.01% 563
2025
Q1 		$9K Buy
+138
New +$9.54K ﹤0.01% 592

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hazlett, Burt & Watson's SPYM Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 169 shares — an estimated $14K sold.

Hazlett, Burt & Watson first reported a position in SPYM in Q1 2025 and held it in 4 quarters. The position peaked at $14K in Q4 2025. 1,602 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 169 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $14K.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 4 quarters.
  • Hazlett, Burt & Watson's State Street SPDR Portfolio S&P 500 ETF position peaked at $14K in Q4 2025.
  • 1,602 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.