Helen Stephens Group
SPYM icon

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
Q3 		$2.44M Buy
27,231
+128
+0.5% +$11.4K 0.39% 29
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Helen Stephens Group's SPYM Position: Q3 2026 in Review

Helen Stephens Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.47% in Q3 2026, buying an estimated $11.4K and bringing the position to 27,231 shares worth $2.44M. The position accounts for 0.39% of the portfolio, ranked #29.

Helen Stephens Group first reported a position in SPYM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.59M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Helen Stephens Group held 27,231 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.44M as of Q3 2026.
  • Helen Stephens Group bought 128 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $11.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.39% of Helen Stephens Group's portfolio in Q3 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 20 quarters since.
  • Helen Stephens Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.59M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.