HBK Sorce Advisory’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HBK Sorce Advisory’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	$6.11M	Buy	70,350 +694	+1%	+$55.5K	0.12%	62
2025 Q4	$5.66M	Sell	69,656 -5,483	-7%	-$436K	0.13%	66
2025 Q3	$5.88M	Sell	75,139 -991	-1%	-$74.8K	0.15%	64
2025 Q2	$5.53M	Sell	76,130 -564	-0.7%	-$37.9K	0.15%	64
2025 Q1	$5.04M	Buy	76,694 +3,409	+5%	+$236K	0.15%	64
2024 Q4	$5.05M	Sell	73,285 -1,021	-1%	-$70.8K	0.15%	66
2024 Q3	$5.02M	Sell	74,306 -159	-0.2%	-$10.3K	0.15%	66
2024 Q2	$4.77M	Sell	74,465 -14,386	-16%	-$886K	0.17%	63
2024 Q1	$5.47M	Buy	88,851 +1,151	+1%	+$67.4K	0.19%	60
2023 Q4	$4.9M	Sell	87,700 -4,126	-4%	-$216K	0.19%	59
2023 Q3	$4.62M	Sell	91,826 -1,453	-2%	-$76K	0.2%	61
2023 Q2	$4.86M	Sell	93,279 -4,171	-4%	-$206K	0.21%	64
2023 Q1	$4.69M	Sell	97,450 -96,960	-50%	-$4.55M	0.21%	60
2022 Q4	$8.74M	Buy	194,410 +125,213	+181%	+$5.66M	0.24%	60
2022 Q3	$2.91M	Sell	69,197 -6,300	-8%	-$294K	0.19%	78
2022 Q2	$3.35M	Buy	75,497 +56,354	+294%	+$2.72M	0.25%	56
2022 Q1	$1.02M	Sell	19,143 -10,610	-36%	-$556K	0.06%	195
2021 Q4	$1.66M	Buy	29,753 +5,240	+21%	+$283K	0.08%	162
2021 Q3	$1.24M	Buy	24,513 +237	+1%	+$12.3K	0.07%	181
2021 Q2	$1.22M	Buy	24,276 +20	+0.1%	+$982	0.07%	183
2021 Q1	$1.13M	Buy	24,256 +9,776	+68%	+$443K	0.07%	180
2020 Q4	$637K	Buy	14,480 +4,424	+44%	+$184K	0.04%	240
2020 Q3	$396K	Buy	10,056 +2,063	+26%	+$80.3K	0.03%	298
2020 Q2	$290K	Buy	7,993 +72	+0.9%	+$2.48K	0.02%	332
2020 Q1	$240K	Buy	+7,921	New	+$284K	0.02%	330

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 $424B AUM 22.94% 1-Year Est. Return

HBK Sorce Advisory's SPYM Position: Q1 2026 in Review

HBK Sorce Advisory increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q1 2026, buying an estimated $55.5K and bringing the position to 70,350 shares worth $6.11M. The position accounts for 0.12% of the portfolio, ranked #62.

HBK Sorce Advisory first reported a position in SPYM in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.74M in Q4 2022. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

HBK Sorce Advisory held 70,350 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.11M as of Q1 2026.
HBK Sorce Advisory bought 694 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $55.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of HBK Sorce Advisory's portfolio in Q1 2026, its #62 holding.
HBK Sorce Advisory first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
HBK Sorce Advisory's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.74M in Q4 2022.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.