Heritage Family Offices’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Heritage Family Offices’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	$6M	Buy	68,319 +19,752	+41%	+$1.69M	2.32%	10
2026 Q1	$3.72M	Buy	48,567 +17,630	+57%	+$1.41M	1.65%	15
2025 Q4	$2.48M	Buy	30,937 +7,117	+30%	+$566K	1.13%	16
2025 Q3	$1.87M	Sell	23,820 -3,546	-13%	-$267K	0.87%	28
2025 Q2	$1.79M	Hold	27,366	–	–	0.9%	27
2025 Q1	$1.8M	Sell	27,366 -8,616	-24%	-$596K	0.92%	27
2024 Q4	$2.48M	Buy	35,982 +2,415	+7%	+$167K	1.24%	14
2024 Q3	$2.27M	Sell	33,567 -1,843	-5%	-$120K	1.17%	14
2024 Q2	$2.27M	Buy	+35,410	New	+$2.18M	1.26%	15

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Heritage Family Offices's SPYM Position: Q2 2026 in Review

Heritage Family Offices increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 41% in Q2 2026, buying an estimated $1.69M and bringing the position to 68,319 shares worth $6M. The position accounts for 2.32% of the portfolio, ranked #10.

Heritage Family Offices first reported a position in SPYM in Q2 2024 and has held it in 9 quarters since. 1,715 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Heritage Family Offices held 68,319 shares of State Street SPDR Portfolio S&P 500 ETF worth $6M as of Q2 2026.
Heritage Family Offices bought 19,752 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.69M.
State Street SPDR Portfolio S&P 500 ETF made up 2.32% of Heritage Family Offices's portfolio in Q2 2026, its #10 holding.
Heritage Family Offices first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.