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

HighTower 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	$418M	Buy	4,753,004 +385,632	+9%	+$32.9M	0.4%	44
2026 Q1	$334M	Buy	4,367,372 +92,745	+2%	+$7.42M	0.35%	50
2025 Q4	$343M	Buy	4,274,627 +423,754	+11%	+$33.7M	0.38%	49
2025 Q3	$302M	Buy	3,850,873 +10,977	+0.3%	+$828K	0.34%	55
2025 Q2	$279M	Sell	3,839,896 -93,174	-2%	-$6.27M	0.35%	53
2025 Q1	$259M	Buy	3,933,070 +428,412	+12%	+$29.6M	0.35%	53
2024 Q4	$242M	Buy	3,504,658 +1,280,113	+58%	+$88.7M	0.33%	59
2024 Q3	$150M	Buy	2,224,545 +287,960	+15%	+$18.7M	0.21%	103
2024 Q2	$124M	Buy	1,936,585 +206,077	+12%	+$12.7M	0.19%	115
2024 Q1	$106M	Buy	1,730,508 +137,144	+9%	+$8.03M	0.17%	129
2023 Q4	$89.1M	Buy	1,593,364 +218,569	+16%	+$11.5M	0.15%	146
2023 Q3	$69.2M	Buy	1,374,795 +113,480	+9%	+$5.94M	0.13%	164
2023 Q2	$65.7M	Buy	1,261,315 +50,642	+4%	+$2.5M	0.13%	172
2023 Q1	$58.3M	Sell	1,210,673 -146,538	-11%	-$6.88M	0.13%	182
2022 Q4	$61M	Sell	1,357,211 -70,938	-5%	-$3.21M	0.14%	167
2022 Q3	$60M	Buy	1,428,149 +868,072	+155%	+$40.5M	0.16%	143
2022 Q2	$24.8M	Sell	560,077 -9,447	-2%	-$455K	0.06%	297
2022 Q1	$30.3M	Sell	569,524 -2,259	-0.4%	-$118K	0.07%	286
2021 Q4	$31.9M	Buy	571,783 +426,914	+295%	+$23.1M	0.07%	278
2021 Q3	$7.31M	Sell	144,869 -330	-0.2%	-$17.1K	0.02%	668
2021 Q2	$7.31M	Buy	145,199 +323	+0.2%	+$15.9K	0.02%	647
2021 Q1	$6.75M	Buy	144,876 +8,087	+6%	+$367K	0.02%	632
2020 Q4	$6.01M	Buy	136,789 +8,932	+7%	+$372K	0.03%	529
2020 Q3	$5.03M	Buy	127,857 +21,780	+21%	+$848K	0.02%	550
2020 Q2	$3.85M	Sell	106,077 -34,723	-25%	-$1.19M	0.02%	595
2020 Q1	$4.26M	Buy	140,800 +8,764	+7%	+$314K	0.03%	498
2019 Q4	$5M	Sell	132,036 -16,385	-11%	-$592K	0.03%	545
2019 Q3	$5.17M	Buy	148,421 +11,416	+8%	+$397K	0.03%	532
2019 Q2	$4.73M	Sell	137,005 -6,469	-5%	-$219K	0.03%	568
2019 Q1	$4.77M	Buy	143,474 +1,048	+0.7%	+$33.5K	0.03%	520
2018 Q4	$4.16M	Buy	142,426 +170	+0.1%	+$5.36K	0.03%	514
2018 Q3	$4.85M	Buy	142,256 +2,163	+2%	+$72.3K	0.03%	521
2018 Q2	$4.47M	Sell	140,093 -3,650	-3%	-$116K	0.04%	530
2018 Q1	$4.45M	Buy	143,743 +5,406	+4%	+$173K	0.04%	503
2017 Q4	$4.33M	Sell	138,337 -4,863	-3%	-$148K	0.04%	524
2017 Q3	$4.22M	Buy	143,200 +6,128	+4%	+$177K	0.04%	525
2017 Q2	$3.9M	Buy	137,072 +408	+0.3%	+$11.5K	0.03%	556
2017 Q1	$3.79M	Buy	136,664 +72	+0.1%	+$1.97K	0.04%	533
2016 Q4	$3.59M	Sell	136,592 -36	-0%	-$923	0.04%	507
2016 Q3	$3.48M	Buy	+136,628	New	+$3.46M	0.04%	482

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

HighTower Advisors's SPYM Position: Q2 2026 in Review

HighTower Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.8% in Q2 2026, buying an estimated $32.9M and bringing the position to 4,753,004 shares worth $418M. The position accounts for 0.4% of the portfolio, ranked #44.

HighTower Advisors first reported a position in SPYM in Q3 2016 and has held it in 40 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

HighTower Advisors held 4,753,004 shares of State Street SPDR Portfolio S&P 500 ETF worth $418M as of Q2 2026.
HighTower Advisors bought 385,632 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $32.9M.
State Street SPDR Portfolio S&P 500 ETF made up 0.4% of HighTower Advisors's portfolio in Q2 2026, its #44 holding.
HighTower Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2016 and has held it in 40 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.