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

HB Wealth 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 Q2	$614K	Buy	6,981 +1,553	+29%	+$132K	﹤0.01%	1000
2026 Q1	$416K	Sell	5,428 -165	-3%	-$13.2K	﹤0.01%	1059
2025 Q4	$449K	Buy	5,593 +21	+0.4%	+$1.67K	﹤0.01%	949
2025 Q3	$437K	Buy	5,572 +692	+14%	+$52.2K	﹤0.01%	920
2025 Q2	$355K	Buy	4,880 +688	+16%	+$46.3K	﹤0.01%	878
2025 Q1	$276K	Buy	4,192 +367	+10%	+$25.4K	﹤0.01%	1006
2024 Q4	$264K	Buy	+3,825	New	+$265K	﹤0.01%	860

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

HB Wealth Management's SPYM Position: Q2 2026 in Review

HB Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, buying an estimated $132K and bringing the position to 6,981 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

HB Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

HB Wealth Management held 6,981 shares of State Street SPDR Portfolio S&P 500 ETF worth $614K as of Q2 2026.
HB Wealth Management bought 1,553 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1000 holding.
HB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.