HBS
SPYM

Howard Bailey Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Howard Bailey Securities’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
Q1 		$8.16M Sell
106,667
-4,664
-4% -$373K 3.36% 8
2025
Q4 		$8.93M Sell
111,331
-17,580
-14% -$1.4M 3.52% 8
2025
Q3 		$10.1M Sell
128,911
-9,571
-7% -$722K 2.87% 8
2025
Q2 		$10.1M Buy
138,482
+437
+0.3% +$29.4K 3.1% 7
2025
Q1 		$9.08M Buy
138,045
+5,117
+4% +$354K 3.02% 6
2024
Q4 		$9.16M Sell
132,928
-21,821
-14% -$1.51M 3.4% 5
2024
Q3 		$10.4M Buy
+154,749
New +$10.1M 3.96% 4

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howard Bailey Securities's SPYM Position: Q1 2026 in Review

Howard Bailey Securities reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.2% in Q1 2026, selling an estimated $373K and leaving 106,667 shares worth $8.16M. The position accounts for 3.36% of the portfolio, ranked #8.

Howard Bailey Securities first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Howard Bailey Securities held 106,667 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.16M as of Q1 2026.
  • Howard Bailey Securities sold 4,664 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $373K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.36% of Howard Bailey Securities's portfolio in Q1 2026, its #8 holding.
  • Howard Bailey Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Howard Bailey Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.4M in Q3 2024.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.