HPC
SPYM

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

GI
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
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
KW
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. 405 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.
  • 405 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.