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

HHM 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 Q3	$186K	Hold	2,076	–	–	0.02%	230
2026 Q2	$182K	Hold	2,076	–	–	0.02%	222
2026 Q1	$159K	Buy	2,076 +1,771	+581%	+$142K	0.02%	216
2025 Q4	$24.5K	Sell	305 -311	-50%	-$24.7K	﹤0.01%	466
2025 Q3	$48.3K	Buy	616 +311	+102%	+$23.5K	0.01%	380
2025 Q2	$22.2K	Sell	305 -5	-2%	-$336	﹤0.01%	494
2025 Q1	$20.4K	Buy	310 +305	+6,100%	+$21.1K	﹤0.01%	501
2024 Q4	$345	Buy	5 +2	+67%	+$139	﹤0.01%	942
2024 Q3	$203	Hold	3	–	–	﹤0.01%	755
2024 Q2	$192	Buy	3 +2	+200%	+$123	﹤0.01%	762
2024 Q1	$62	Buy	+1	New	+$59	﹤0.01%	732
2023 Q4	–	Sell	-1,100	Closed	-$55.3K	–	812
2023 Q3	$55.3K	Hold	1,100	–	–	0.01%	263
2023 Q2	$57.3K	Buy	+1,100	New	+$54.3K	0.01%	270

Other funds holding SPYM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

HHM Wealth Advisors's SPYM Position: Q3 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 2,076 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #230.

HHM Wealth Advisors first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,397 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

HHM Wealth Advisors held 2,076 shares of State Street SPDR Portfolio S&P 500 ETF worth $186K as of Q3 2026.
HHM Wealth Advisors left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q3 2026, its #230 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
1,397 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.