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

Highline 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
2026 Q2	$57.4K	Buy	653 +470	+257%	+$40.1K	0.01%	212
2026 Q1	$14K	Sell	183 -442	-71%	-$35.4K	﹤0.01%	374
2025 Q4	$50.1K	Sell	625 -8	-1%	-$636	0.01%	139
2025 Q3	$49.6K	Sell	633 -356	-36%	-$26.9K	0.01%	164
2025 Q2	$71.9K	Buy	989 +450	+83%	+$30.3K	0.02%	122
2025 Q1	$35.4K	Hold	539	–	–	0.01%	154
2024 Q4	$37.2K	Hold	539	–	–	0.01%	143
2024 Q3	$36.4K	Sell	539 -1,583	-75%	-$103K	0.01%	146
2024 Q2	$136K	Hold	2,122	–	–	0.05%	105
2024 Q1	$131K	Hold	2,122	–	–	0.05%	105
2023 Q4	$119K	Hold	2,122	–	–	0.06%	104
2023 Q3	$107K	Buy	+2,122	New	+$111K	0.07%	96

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIAS

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Highline Wealth Partners's SPYM Position: Q2 2026 in Review

Highline Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 257% in Q2 2026, buying an estimated $40.1K and bringing the position to 653 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #212.

Highline Wealth Partners first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $136K in Q2 2024. 407 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Highline Wealth Partners held 653 shares of State Street SPDR Portfolio S&P 500 ETF worth $57.4K as of Q2 2026.
Highline Wealth Partners bought 470 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $40.1K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #212 holding.
Highline Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Highline Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $136K in Q2 2024.
407 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.