HF Advisory Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HF Advisory Group’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	$4.65M	Buy	52,889 +429	+0.8%	+$36.6K	1.44%	16
2026 Q1	$4.02M	Sell	52,460 -71	-0.1%	-$5.68K	1.37%	19
2025 Q4	$4.21M	Buy	52,531 +648	+1%	+$51.5K	1.47%	14
2025 Q3	$4.06M	Buy	51,883 +1,234	+2%	+$93.1K	1.49%	12
2025 Q2	$3.68M	Buy	50,649 +115	+0.2%	+$7.73K	1.45%	15
2025 Q1	$3.32M	Sell	50,534 -493	-1%	-$34.1K	1.45%	13
2024 Q4	$3.52M	Sell	51,027 -20	-0%	-$1.39K	1.62%	11
2024 Q3	$3.45M	Buy	51,047 +776	+2%	+$50.5K	1.6%	10
2024 Q2	$3.22M	Buy	50,271 +1,352	+3%	+$83.2K	1.66%	8
2024 Q1	$3.01M	Sell	48,919 -1,254	-2%	-$73.4K	1.68%	7
2023 Q4	$2.8M	Sell	50,173 -612	-1%	-$32.1K	1.79%	7
2023 Q3	$2.56M	Sell	50,785 -1,025	-2%	-$53.6K	1.9%	7
2023 Q2	$2.7M	Buy	51,810 +353	+0.7%	+$17.4K	2.13%	6
2023 Q1	$2.48M	Buy	51,457 +1,641	+3%	+$77K	2.2%	7
2022 Q4	$2.24M	Buy	+49,816	New	+$2.25M	2.27%	6

Other funds holding SPYM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

HF Advisory Group's SPYM Position: Q2 2026 in Review

HF Advisory Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.82% in Q2 2026, buying an estimated $36.6K and bringing the position to 52,889 shares worth $4.65M. The position accounts for 1.44% of the portfolio, ranked #16.

HF Advisory Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

HF Advisory Group held 52,889 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.65M as of Q2 2026.
HF Advisory Group bought 429 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $36.6K.
State Street SPDR Portfolio S&P 500 ETF made up 1.44% of HF Advisory Group's portfolio in Q2 2026, its #16 holding.
HF Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.