HHM Wealth Advisors, LLC SPMD holdings history
SS SPDR P S&P 400 MIDCAP ETF · CUSIP 78464A847 · CIK 1750086
As of 2026-06-30, HHM Wealth Advisors, LLC reported 856.43K SPMD (shares), valued at $57.86M, or 5.82% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 5.16%; reported value increased 19.97%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.82% | 856,429 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 5.56% | 814,372 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 5.34% | 781,091 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 5.35% | 808,880 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 5.56% | 860,852 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 5.59% | 811,832 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 4.33% | 581,893 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 4.37% | 563,921 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 4.20% | 543,835 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 4.21% | 479,578 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 0.03% | 3,145 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 0.00% | 35 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.00% | 35 | $1.53K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 0.03% | 3,145 | $153.22K | Shares increased 8885.71%; reported value increased 9895.11%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 4.21% | 479,578 | $25.58M | Shares increased 15148.90%; reported value increased 16594.85%, and weight changed +4.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 4.20% | 543,835 | $27.90M | Shares increased 13.40%; reported value increased 9.06%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 4.37% | 563,921 | $30.84M | Shares increased 3.69%; reported value increased 10.53%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 4.33% | 581,893 | $31.82M | Shares increased 3.19%; reported value increased 3.21%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 5.59% | 811,832 | $41.55M | Shares increased 39.52%; reported value increased 30.56%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 5.56% | 860,852 | $46.81M | Shares increased 6.04%; reported value increased 12.67%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 5.35% | 808,880 | $46.26M | Shares decreased 6.04%; reported value decreased 1.18%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 5.34% | 781,091 | $45.23M | Shares decreased 3.44%; reported value decreased 2.22%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 5.56% | 814,372 | $48.23M | Shares increased 4.26%; reported value increased 6.62%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 5.82% | 856,429 | $57.86M | Shares increased 5.16%; reported value increased 19.97%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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