Higgins & Schmidt Wealth Strategies’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$208K	Sell	2,364 -73,372	-97%	-$6.26M	0.09%	63
2026 Q1	$5.8M	Buy	+75,736	New	+$6.06M	2.65%	11
2025 Q3	–	Sell	-4,853	Closed	-$353K	–	57
2025 Q2	$353K	Sell	4,853 -125,031	-96%	-$8.41M	0.2%	40
2025 Q1	$8.54M	Buy	129,884 +105,229	+427%	+$7.28M	5.04%	5
2024 Q4	$1.7M	Sell	24,655 -4,013	-14%	-$278K	1.06%	17
2024 Q3	$1.94M	Buy	+28,668	New	+$1.86M	1.25%	14
2024 Q1	–	Sell	-3,785	Closed	-$212K	–	46
2023 Q4	$212K	Buy	+3,785	New	+$198K	0.17%	42

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's SPYM Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 97% in Q2 2026, selling an estimated $6.26M and leaving 2,364 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #63.

Higgins & Schmidt Wealth Strategies first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.54M in Q1 2025. 907 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 2,364 shares of State Street SPDR Portfolio S&P 500 ETF worth $208K as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 73,372 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.26M.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #63 holding.
Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Higgins & Schmidt Wealth Strategies's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.54M in Q1 2025.
907 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.