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 Q2	$7.73M	Sell	87,972 -18,695	-18%	-$1.59M	2.9%	9
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Howard Bailey Securities's SPYM Position: Q2 2026 in Review

Howard Bailey Securities reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, selling an estimated $1.59M and leaving 87,972 shares worth $7.73M. The position accounts for 2.9% of the portfolio, ranked #9.

Howard Bailey Securities first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.4M in Q3 2024. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Howard Bailey Securities held 87,972 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.73M as of Q2 2026.
Howard Bailey Securities sold 18,695 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.59M.
State Street SPDR Portfolio S&P 500 ETF made up 2.9% of Howard Bailey Securities's portfolio in Q2 2026, its #9 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 8 quarters since.
Howard Bailey Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.4M in Q3 2024.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.