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

Highland Financial 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	$46.4M	Sell	528,512 -19,892	-4%	-$1.7M	10.22%	1
2026 Q1	$42M	Buy	548,404 +40,000	+8%	+$3.2M	11.08%	1
2025 Q4	$40.8M	Buy	508,404 +9,192	+2%	+$731K	11.31%	1
2025 Q3	$39.1M	Buy	499,212 +13,721	+3%	+$1.04M	11.21%	1
2025 Q2	$35.3M	Buy	485,491 +4,258	+0.9%	+$286K	11.33%	1
2025 Q1	$31.6M	Buy	481,233 +17,229	+4%	+$1.19M	11.32%	1
2024 Q4	$32M	Buy	464,004 +7,867	+2%	+$545K	11.08%	1
2024 Q3	$30.8M	Buy	456,137 +13,880	+3%	+$903K	10.95%	1
2024 Q2	$28.3M	Buy	442,257 +64,192	+17%	+$3.95M	10.52%	1
2024 Q1	$23.3M	Buy	378,065 +7,829	+2%	+$459K	9.31%	2
2023 Q4	$20.7M	Buy	370,236 +32,113	+9%	+$1.68M	9%	2
2023 Q3	$17M	Buy	338,123 +1,593	+0.5%	+$83.3K	8.8%	2
2023 Q2	$17.5M	Sell	336,530 -8,494	-2%	-$419K	9.04%	2
2023 Q1	$16.6M	Buy	345,024 +5,549	+2%	+$260K	9.02%	2
2022 Q4	$15.3M	Sell	339,475 -2,286	-0.7%	-$103K	8.99%	2
2022 Q3	$14.4M	Sell	341,761 -18,734	-5%	-$875K	9.96%	2
2022 Q2	$16M	Buy	+360,495	New	+$17.4M	10.95%	2

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Highland Financial Advisors's SPYM Position: Q2 2026 in Review

Highland Financial Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.6% in Q2 2026, selling an estimated $1.7M and leaving 528,512 shares worth $46.4M. The position accounts for 10.22% of the portfolio, ranked #1.

Highland Financial Advisors first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Highland Financial Advisors held 528,512 shares of State Street SPDR Portfolio S&P 500 ETF worth $46.4M as of Q2 2026.
Highland Financial Advisors sold 19,892 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.7M.
State Street SPDR Portfolio S&P 500 ETF made up 10.22% of Highland Financial Advisors's portfolio in Q2 2026, its #1 holding.
Highland Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.