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

Heritage Trust’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	$1.15M	Buy	+12,778	New	+$1.14M	0.1%	168

Other funds holding SPYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Heritage Trust's SPYM Position: Q3 2026 in Review

Heritage Trust opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 12,778 shares worth $1.15M. The stake represents 0.1% of the portfolio and ranks #168 among its holdings.

1,230 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Heritage Trust held 12,778 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.15M as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Heritage Trust position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Heritage Trust's portfolio in Q3 2026, its #168 holding.
1,230 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.