McHugh Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

McHugh Group’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	$4.63M	Buy	52,685 +165	+0.3%	+$14.1K	2.37%	13
2026 Q1	$4.02M	Buy	52,520 +4,639	+10%	+$371K	2.38%	12
2025 Q4	$3.84M	Buy	47,881 +1,679	+4%	+$134K	2.19%	12
2025 Q3	$3.62M	Buy	46,202 +228	+0.5%	+$17.2K	2.17%	11
2025 Q2	$3.34M	Buy	45,974 +3,085	+7%	+$207K	2.23%	10
2025 Q1	$2.82M	Buy	42,889 +3,946	+10%	+$273K	2.13%	10
2024 Q4	$2.7M	Buy	+38,943	New	+$2.7M	2.02%	12

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

McHugh Group's SPYM Position: Q2 2026 in Review

McHugh Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.31% in Q2 2026, buying an estimated $14.1K and bringing the position to 52,685 shares worth $4.63M. The position accounts for 2.37% of the portfolio, ranked #13.

McHugh Group first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

McHugh Group held 52,685 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.63M as of Q2 2026.
McHugh Group bought 165 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $14.1K.
State Street SPDR Portfolio S&P 500 ETF made up 2.37% of McHugh Group's portfolio in Q2 2026, its #13 holding.
McHugh Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.