HFP
SPYM

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

Holistic Financial 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 		$2.28M Hold
25,989
– – 1.4% 21
2026
Q1 		$1.99M Hold
25,989
– – 0.74% 27
2025
Q4 		$2.08M Buy
25,989
+2,661
+11% +$212K 0.76% 27
2025
Q3 		$1.83M Hold
23,328
– – 0.75% 29
2025
Q2 		$1.7M Buy
+23,328
New +$1.57M 0.74% 27

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Holistic Financial Partners's SPYM Position: Q2 2026 in Review

Holistic Financial Partners held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 25,989 shares worth $2.28M. The position accounts for 1.4% of the portfolio, ranked #21.

Holistic Financial Partners first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Holistic Financial Partners held 25,989 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.28M as of Q2 2026.
  • Holistic Financial Partners left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.4% of Holistic Financial Partners's portfolio in Q2 2026, its #21 holding.
  • Holistic Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.