HH
SPYM

HWG Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

HWG Holdings’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 		$3.87M Sell
43,989
-4,532
-9% -$387K 0.87% 26
2026
Q1 		$3.71M Buy
48,521
+3,661
+8% +$293K 0.97% 26
2025
Q4 		$3.6M Buy
44,860
+119
+0.3% +$9.46K 0.87% 19
2025
Q3 		$3.51M Sell
44,741
-2,879
-6% -$217K 0.89% 23
2025
Q2 		$3.46M Buy
47,620
+2,576
+6% +$173K 1.01% 23
2025
Q1 		$2.96M Sell
45,044
-6,270
-12% -$434K 1.32% 20
2024
Q4 		$3.54M Buy
51,314
+16,714
+48% +$1.16M 1.16% 26
2024
Q3 		$2.34M Sell
34,600
-5,594
-14% -$364K 0.8% 31
2024
Q2 		$2.57M Buy
+40,194
New +$2.47M 0.94% 24
2023
Q4 		$2.83M Buy
50,639
+16,579
+49% +$869K 1.27% 20
2023
Q3 		$1.71M Buy
34,060
+24,870
+271% +$1.3M 0.93% 22
2023
Q2 		$479K Buy
9,190
+3,205
+54% +$158K 0.22% 47
2023
Q1 		$288K Sell
5,985
-594
-9% -$27.9K 0.16% 46
2022
Q4 		$296K Buy
6,579
+464
+8% +$21K 0.19% 42
2022
Q3 		$257K Buy
+6,115
New +$286K 0.18% 34
2022
Q1 		$69K Buy
+1,307
New +$68.4K 0.03% 83

Other funds holding SPYM

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

HWG Holdings's SPYM Position: Q2 2026 in Review

HWG Holdings reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.3% in Q2 2026, selling an estimated $387K and leaving 43,989 shares worth $3.87M. The position accounts for 0.87% of the portfolio, ranked #26.

HWG Holdings first reported a position in SPYM in Q1 2022 and has held it in 16 quarters since. 334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • HWG Holdings held 43,989 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.87M as of Q2 2026.
  • HWG Holdings sold 4,532 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $387K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.87% of HWG Holdings's portfolio in Q2 2026, its #26 holding.
  • HWG Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 16 quarters since.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.