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 Q2	$43.3K	Buy	493 +9	+2%	+$768	﹤0.01%	359
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 $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

Heritage Wealth Advisors's SPYM Position: Q2 2026 in Review

Heritage Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.9% in Q2 2026, buying an estimated $768 and bringing the position to 493 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Heritage Wealth Advisors first reported a position in SPYM in Q1 2023 and has held it in 5 quarters since. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Heritage Wealth Advisors held 493 shares of State Street SPDR Portfolio S&P 500 ETF worth $43.3K as of Q2 2026.
Heritage Wealth Advisors bought 9 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $768.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #359 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 5 quarters since.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.