Hengehold Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hengehold Capital Management’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	$5.86M	Buy	66,654 +597	+0.9%	+$50.9K	0.45%	46
2026 Q1	$5.06M	Buy	66,057 +12,865	+24%	+$1.03M	0.44%	47
2025 Q4	$4.27M	Buy	53,192 +38,767	+269%	+$3.08M	0.36%	57
2025 Q3	$1.13M	Buy	+14,425	New	+$1.09M	0.1%	91

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

Hengehold Capital Management's SPYM Position: Q2 2026 in Review

Hengehold Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.9% in Q2 2026, buying an estimated $50.9K and bringing the position to 66,654 shares worth $5.86M. The position accounts for 0.45% of the portfolio, ranked #46.

Hengehold Capital Management first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Hengehold Capital Management held 66,654 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.86M as of Q2 2026.
Hengehold Capital Management bought 597 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $50.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.45% of Hengehold Capital Management's portfolio in Q2 2026, its #46 holding.
Hengehold Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.