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

Hobbs Wealth Management’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	$31.1M	Buy	353,834 +153,362	+77%	+$13.1M	26.28%	1
2026 Q1	$15.3M	Buy	200,472 +19,676	+11%	+$1.57M	15.18%	1
2025 Q4	$14.5M	Buy	180,796 +1,466	+0.8%	+$117K	14.12%	1
2025 Q3	$14M	Buy	179,330 +340	+0.2%	+$25.6K	11.78%	1
2025 Q2	$13M	Sell	178,990 -112,667	-39%	-$7.58M	12.42%	1
2025 Q1	$19.2M	Buy	291,657 +9,117	+3%	+$631K	21.28%	1
2024 Q4	$19.5M	Buy	+282,540	New	+$19.6M	22.25%	1

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

Hobbs Wealth Management's SPYM Position: Q2 2026 in Review

Hobbs Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 77% in Q2 2026, buying an estimated $13.1M and bringing the position to 353,834 shares worth $31.1M. The position accounts for 26.28% of the portfolio, ranked #1.

Hobbs Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Hobbs Wealth Management held 353,834 shares of State Street SPDR Portfolio S&P 500 ETF worth $31.1M as of Q2 2026.
Hobbs Wealth Management bought 153,362 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $13.1M.
State Street SPDR Portfolio S&P 500 ETF made up 26.28% of Hobbs Wealth Management's portfolio in Q2 2026, its #1 holding.
Hobbs Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Hobbs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.