YHB Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

YHB Investment Advisors’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	$4.92M	Buy	55,978 +3,391	+6%	+$289K	0.32%	80
2026 Q1	$4.03M	Buy	52,587 +7,725	+17%	+$618K	0.29%	85
2025 Q4	$3.6M	Buy	44,862 +7,321	+20%	+$582K	0.25%	90
2025 Q3	$2.94M	Buy	37,541 +6,860	+22%	+$517K	0.22%	97
2025 Q2	$2.23M	Sell	30,681 -7,491	-20%	-$504K	0.17%	116
2025 Q1	$2.51M	Buy	38,172 +11,172	+41%	+$773K	0.21%	105
2024 Q4	$1.86M	Sell	27,000 -737	-3%	-$51.1K	0.15%	123
2024 Q3	$1.87M	Buy	27,737 +11,698	+73%	+$761K	0.16%	127
2024 Q2	$1.03M	Buy	16,039 +584	+4%	+$36K	0.09%	146
2024 Q1	$951K	Buy	15,455 +6,372	+70%	+$373K	0.08%	152
2023 Q4	$508K	Buy	9,083 +1,291	+17%	+$67.6K	0.05%	189
2023 Q3	$392K	Buy	7,792 +2,571	+49%	+$134K	0.04%	204
2023 Q2	$272K	Sell	5,221 -14,978	-74%	-$739K	0.03%	234
2023 Q1	$973K	Buy	20,199 +4,027	+25%	+$189K	0.1%	147
2022 Q4	$727K	Buy	+16,172	New	+$731K	0.08%	162

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

YHB Investment Advisors's SPYM Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q2 2026, buying an estimated $289K and bringing the position to 55,978 shares worth $4.92M. The position accounts for 0.32% of the portfolio, ranked #80.

YHB Investment Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 806 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

YHB Investment Advisors held 55,978 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.92M as of Q2 2026.
YHB Investment Advisors bought 3,391 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $289K.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of YHB Investment Advisors's portfolio in Q2 2026, its #80 holding.
YHB Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
806 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.