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

HBW Advisory Services’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 Q3	$717K	Buy	7,988 +257	+3%	+$23K	0.07%	236
2026 Q2	$679K	Sell	7,731 -324	-4%	-$27.6K	0.06%	263
2026 Q1	$617K	Buy	8,055 +1,506	+23%	+$120K	0.07%	265
2025 Q4	$525K	Sell	6,549 -3,727	-36%	-$296K	0.06%	276
2025 Q3	$805K	Sell	10,276 -320	-3%	-$24.1K	0.09%	200
2025 Q2	$770K	Sell	10,596 -1,235	-10%	-$83K	0.1%	195
2025 Q1	$778K	Buy	11,831 +790	+7%	+$54.6K	0.11%	163
2024 Q4	$761K	Buy	11,041 +394	+4%	+$27.3K	0.08%	160
2024 Q3	$719K	Sell	10,647 -1,244	-10%	-$80.9K	0.11%	168
2024 Q2	$761K	Sell	11,891 -1,208	-9%	-$74.4K	0.13%	156
2024 Q1	$732K	Hold	13,099	–	–	0.14%	147
2023 Q4	$732K	Buy	13,099 +339	+3%	+$17.8K	0.14%	147
2023 Q3	$641K	Buy	12,760 +468	+4%	+$24.5K	0.13%	156
2023 Q2	$641K	Buy	12,292 +77	+0.6%	+$3.8K	0.14%	157
2023 Q1	$589K	Buy	12,215 +9	+0.1%	+$422	0.15%	155
2022 Q4	$549K	Buy	12,206 +80	+0.7%	+$3.62K	0.14%	159
2022 Q3	$510K	Buy	12,126 +867	+8%	+$40.5K	0.14%	155
2022 Q2	$499K	Sell	11,259 -5,052	-31%	-$243K	0.13%	156
2022 Q1	$867K	Buy	16,311 +7,577	+87%	+$397K	0.3%	95
2021 Q4	$488K	Sell	8,734 -296	-3%	-$16K	0.11%	168
2021 Q3	$455K	Buy	9,030 +468	+5%	+$24.3K	0.12%	165
2021 Q2	$431K	Sell	8,562 -4,963	-37%	-$244K	0.11%	166
2021 Q1	$630K	Buy	13,525 +3,735	+38%	+$169K	0.17%	125
2020 Q4	$430K	Buy	9,790 +1,369	+16%	+$57.1K	0.13%	133
2020 Q3	$331K	Sell	8,421 -16	-0.2%	-$623	0.14%	135
2020 Q2	$306K	Buy	+8,437	New	+$290K	0.14%	136

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

HBW Advisory Services's SPYM Position: Q3 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.3% in Q3 2026, buying an estimated $23K and bringing the position to 7,988 shares worth $717K. The position accounts for 0.07% of the portfolio, ranked #236.

HBW Advisory Services first reported a position in SPYM in Q2 2020 and has held it in 26 quarters since. The position peaked at $867K in Q1 2022. 510 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

HBW Advisory Services held 7,988 shares of State Street SPDR Portfolio S&P 500 ETF worth $717K as of Q3 2026.
HBW Advisory Services bought 257 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $23K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of HBW Advisory Services's portfolio in Q3 2026, its #236 holding.
HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
HBW Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $867K in Q1 2022.
510 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.