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

Horst & Graben 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	$76.3M	Buy	868,783 +333,982	+62%	+$28.5M	10.03%	1
2026 Q1	$45M	Buy	534,801 +110,962	+26%	+$8.88M	6.18%	1
2025 Q4	$34M	Buy	423,839 +12,474	+3%	+$992K	5.13%	2
2025 Q3	$32.2M	Sell	411,365 -2,983	-0.7%	-$225K	4.92%	4
2025 Q2	$30.1M	Sell	414,348 -324,870	-44%	-$21.8M	4.99%	5
2025 Q1	$48.6M	Sell	739,218 -59,663	-7%	-$4.13M	8.72%	1
2024 Q4	$55.1M	Sell	798,881 -22,522	-3%	-$1.56M	9.8%	1
2024 Q3	$55.5M	Sell	821,403 -96,569	-11%	-$6.28M	9.95%	1
2024 Q2	$58.8M	Sell	917,972 -221,265	-19%	-$13.6M	11.22%	1
2024 Q1	$70.1M	Sell	1,139,237 -329,065	-22%	-$19.3M	14.27%	1
2023 Q4	$82.1M	Buy	1,468,302 +110,590	+8%	+$5.79M	18.03%	1
2023 Q3	$68.2M	Buy	1,357,712 +180,642	+15%	+$9.45M	16.79%	1
2023 Q2	$61.3M	Buy	1,177,070 +24,729	+2%	+$1.22M	14.63%	1
2023 Q1	$55.5M	Buy	1,152,341 +60,365	+6%	+$2.83M	13.76%	1
2022 Q4	$49.1M	Buy	1,091,976 +65,886	+6%	+$2.98M	12.85%	1
2022 Q3	$43.1M	Buy	1,026,090 +81,151	+9%	+$3.79M	12.22%	1
2022 Q2	$41.9M	Buy	944,939 +108,431	+13%	+$5.23M	11.38%	1
2022 Q1	$44.4M	Buy	836,508 +306,054	+58%	+$16M	10.86%	1
2021 Q4	$29.6M	Buy	530,454 +97,439	+23%	+$5.26M	7.41%	2
2021 Q3	$21.9M	Buy	433,015 +41,601	+11%	+$2.16M	6.02%	2
2021 Q2	$19.7M	Buy	391,414 +57,188	+17%	+$2.81M	5.5%	5
2021 Q1	$15.6M	Buy	334,226 +38,579	+13%	+$1.75M	4.9%	5
2020 Q4	$13M	Buy	295,647 +114,550	+63%	+$4.78M	4.48%	5
2020 Q3	$7.13M	Buy	181,097 +41,367	+30%	+$1.61M	2.77%	10
2020 Q2	$5.07M	Buy	139,730 +22,252	+19%	+$765K	2.22%	11
2020 Q1	$3.55M	Buy	+117,478	New	+$4.22M	1.87%	9

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

Horst & Graben Wealth Management's SPYM Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 62% in Q2 2026, buying an estimated $28.5M and bringing the position to 868,783 shares worth $76.3M. The position accounts for 10.03% of the portfolio, ranked #1.

Horst & Graben Wealth Management first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. The position peaked at $82.1M in Q4 2023. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Horst & Graben Wealth Management held 868,783 shares of State Street SPDR Portfolio S&P 500 ETF worth $76.3M as of Q2 2026.
Horst & Graben Wealth Management bought 333,982 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $28.5M.
State Street SPDR Portfolio S&P 500 ETF made up 10.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #1 holding.
Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $82.1M in Q4 2023.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.