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

Heartwood Wealth Advisors’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	$429K	Hold	4,876	–	–	0.03%	154
2026 Q1	$373K	Hold	4,876	–	–	0.03%	152
2025 Q4	$391K	Hold	4,876	–	–	0.04%	135
2025 Q3	$382K	Hold	4,876	–	–	0.04%	137
2025 Q2	$354K	Hold	4,876	–	–	0.04%	133
2025 Q1	$321K	Hold	4,876	–	–	0.04%	131
2024 Q4	$336K	Hold	4,876	–	–	0.04%	126
2024 Q3	$329K	Buy	4,876 +1	+0%	+$65	0.04%	128
2024 Q2	$312K	Hold	4,875	–	–	0.04%	131
2024 Q1	$300K	Hold	4,875	–	–	0.04%	115
2023 Q4	$273K	Hold	4,875	–	–	0.04%	114
2023 Q3	$245K	Hold	4,875	–	–	0.04%	116
2023 Q2	$254K	Hold	4,875	–	–	0.04%	119
2023 Q1	$235K	Sell	4,875 -15,881	-77%	-$745K	0.04%	115
2022 Q4	$934K	Buy	+20,756	New	+$938K	0.15%	49

Other funds holding SPYM

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

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 $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Heartwood Wealth Advisors's SPYM Position: Q2 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 4,876 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #154.

Heartwood Wealth Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $934K in Q4 2022. 755 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Heartwood Wealth Advisors held 4,876 shares of State Street SPDR Portfolio S&P 500 ETF worth $429K as of Q2 2026.
Heartwood Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #154 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Heartwood Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $934K in Q4 2022.
755 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.