HWP
SPYM

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

Heritage Wealth Partners’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
2025
Q1 		$754K Buy
11,460
+1,439
+14% +$99.5K 1.15% 23
2024
Q4 		$691K Buy
10,021
+1,754
+21% +$122K 0.87% 30
2024
Q3 		$558K Buy
8,267
+1,562
+23% +$102K 0.66% 35
2024
Q2 		$429K Buy
+6,705
New +$413K 0.62% 35

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Partners's SPYM Position: Q1 2025 in Review

Heritage Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q1 2025, buying an estimated $99.5K and bringing the position to 11,460 shares worth $754K. The position accounts for 1.15% of the portfolio, ranked #23.

Heritage Wealth Partners first reported a position in SPYM in Q2 2024 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Heritage Wealth Partners held 11,460 shares of State Street SPDR Portfolio S&P 500 ETF worth $754K as of Q1 2025.
  • Heritage Wealth Partners bought 1,439 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $99.5K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.15% of Heritage Wealth Partners's portfolio in Q1 2025, its #23 holding.
  • Heritage Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.