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

Heritage Wealth Advisors’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 Q1	$37K	Hold	484	–	–	﹤0.01%	370
2025 Q4	$38.8K	Hold	484	–	–	﹤0.01%	339
2025 Q3	$37.9K	Buy	+484	New	+$36.5K	﹤0.01%	324
2023 Q2	–	Sell	-791	Closed	-$38.1K	–	585
2023 Q1	$38.1K	Buy	+791	New	+$37.1K	﹤0.01%	344

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's SPYM Position: Q1 2026 in Review

Heritage Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 484 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Heritage Wealth Advisors first reported a position in SPYM in Q1 2023 and has held it in 4 quarters since. The position peaked at $38.8K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Heritage Wealth Advisors held 484 shares of State Street SPDR Portfolio S&P 500 ETF worth $37K as of Q1 2026.
Heritage Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #370 holding.
Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
Heritage Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $38.8K in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.