HM Payson & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HM Payson & Co’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	$61.3M	Buy	697,278 +36,037	+5%	+$3.07M	0.81%	32
2026 Q1	$50.6M	Sell	661,241 -50,758	-7%	-$4.06M	0.73%	42
2025 Q4	$57.1M	Buy	711,999 +11,839	+2%	+$942K	0.81%	34
2025 Q3	$54.9M	Sell	700,160 -70,801	-9%	-$5.34M	0.79%	38
2025 Q2	$56M	Buy	770,961 +322,088	+72%	+$21.7M	0.89%	33
2025 Q1	$29.5M	Buy	448,873 +59,423	+15%	+$4.11M	0.52%	49
2024 Q4	$26.8M	Sell	389,450 -214,378	-36%	-$14.9M	0.46%	52
2024 Q3	$40.8M	Buy	603,828 +466,306	+339%	+$30.3M	0.7%	43
2024 Q2	$8.8M	Sell	137,522 -44,475	-24%	-$2.74M	0.16%	80
2024 Q1	$11.2M	Buy	+181,997	New	+$10.7M	0.21%	77
2022 Q2	–	Sell	-89	Closed	-$5K	–	1132
2022 Q1	$5K	Buy	+89	New	+$4.66K	﹤0.01%	917

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

HM Payson & Co's SPYM Position: Q2 2026 in Review

HM Payson & Co increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.4% in Q2 2026, buying an estimated $3.07M and bringing the position to 697,278 shares worth $61.3M. The position accounts for 0.81% of the portfolio, ranked #32.

HM Payson & Co first reported a position in SPYM in Q1 2022 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

HM Payson & Co held 697,278 shares of State Street SPDR Portfolio S&P 500 ETF worth $61.3M as of Q2 2026.
HM Payson & Co bought 36,037 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.07M.
State Street SPDR Portfolio S&P 500 ETF made up 0.81% of HM Payson & Co's portfolio in Q2 2026, its #32 holding.
HM Payson & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 11 quarters since.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.