Helen Stephens Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Helen Stephens Group’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	$2.38M	Sell	27,103 -40	-0.1%	-$3.41K	0.4%	29
2026 Q1	$2.08M	Sell	27,143 -82	-0.3%	-$6.56K	0.41%	29
2025 Q4	$2.18M	Sell	27,225 -1,276	-4%	-$101K	0.46%	29
2025 Q3	$2.23M	Buy	28,501 +87	+0.3%	+$6.56K	0.5%	29
2025 Q2	$2.07M	Buy	28,414 +64	+0.2%	+$4.3K	0.51%	31
2025 Q1	$1.86M	Buy	28,350 +91	+0.3%	+$6.29K	0.53%	27
2024 Q4	$1.95M	Sell	28,259 -4,317	-13%	-$299K	0.58%	25
2024 Q3	$2.2M	Sell	32,576 -728	-2%	-$47.3K	0.67%	24
2024 Q2	$2.13M	Sell	33,304 -538	-2%	-$33.1K	0.74%	24
2024 Q1	$2.08M	Sell	33,842 -2,656	-7%	-$156K	0.8%	22
2023 Q4	$2.04M	Buy	36,498 +242	+0.7%	+$12.7K	0.91%	23
2023 Q3	$1.82M	Sell	36,256 -266	-0.7%	-$13.9K	0.94%	23
2023 Q2	$1.9M	Sell	36,522 -51	-0.1%	-$2.52K	0.96%	22
2023 Q1	$1.76M	Buy	36,573 +979	+3%	+$45.9K	0.92%	25
2022 Q4	$1.6M	Sell	35,594 -6,300	-15%	-$285K	0.96%	25
2022 Q3	$1.76M	Sell	41,894 -1,462	-3%	-$68.3K	1.23%	20
2022 Q2	$1.92M	Sell	43,356 -1,937	-4%	-$93.3K	1.36%	16
2022 Q1	$2.41M	Sell	45,293 -18,939	-29%	-$992K	1.66%	14
2021 Q4	$3.59M	Buy	+64,232	New	+$3.47M	2.87%	10

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Helen Stephens Group's SPYM Position: Q2 2026 in Review

Helen Stephens Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q2 2026, selling an estimated $3.41K and leaving 27,103 shares worth $2.38M. The position accounts for 0.4% of the portfolio, ranked #29.

Helen Stephens Group first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2021. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Helen Stephens Group held 27,103 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.38M as of Q2 2026.
Helen Stephens Group sold 40 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.41K.
State Street SPDR Portfolio S&P 500 ETF made up 0.4% of Helen Stephens Group's portfolio in Q2 2026, its #29 holding.
Helen Stephens Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Helen Stephens Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.59M in Q4 2021.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.