Financial Partners Group, Inc HYMB — SPDR SERIES TRUST

Ownership history in Financial Partners Group, Inc  ·  4 quarters on record

AI Ownership Summary

Financial Partners Group, Inc reported SPDR SERIES TRUST (HYMB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q2. The latest visible filing shows HYMB at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Partners Group, Inc's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYMB was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYMB stock page Financial Partners Group, Inc fund profile Financial Partners Group, Inc full holdings
How Financial Partners Group, Inc held HYMB — position size vs. price
% of Fund (quarterly)    HYMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 113,892 -231 -0.2% 0.34% $2.8M 2026-04-13 $24.90
2025 Q4 ADDED — — — 114,123 +2,527 +2.3% 0.33% $2.9M 2026-02-03 $24.71
2025 Q3 ADDED — — — 111,596 +1,545 +1.4% 0.35% $2.8M 2025-10-17 $24.42
2025 Q2 INITIATED — — — 110,051 — — 0.38% $2.7M 2025-07-15 $23.40

🏢 Other funds also holding HYMB

As of 2026 Q1 — sorted by position size

Revolve Wealth Partners, LLC 3Y 3.51% QP WEALTH MANAGEMENT, LLC 3Y 2.79% Erickson Financial Group, LLC 3Y 2.74% CABANA LLC 3Y 7Y 2.51% Brady Martz Wealth Solutions, LLC 1.71% Parkside Investments, LLC 3Y 7Y 1.6% Cercano Management LLC 3Y 1.49% Austin Wealth Management, LLC 1.44% APS Management Group, Inc. 1.35% Melone Private Wealth, LLC 3Y 1.35%

FAQ About Financial Partners Group, Inc and HYMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Partners Group, Inc reported owning HYMB?

Financial Partners Group, Inc reported HYMB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported HYMB position in Financial Partners Group, Inc's portfolio?

The largest reported portfolio weight for HYMB was 0.38% in 2025 Q2.

What is the latest reported HYMB position on this page?

The most recent filing on this page is 2026 Q1, when Financial Partners Group, Inc reported 113,892 shares, equal to 0.34% of portfolio, with an estimated market value of $2.8M.

What does the chart on this HYMB ownership page compare?

The chart compares Financial Partners Group, Inc's quarterly HYMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Partners Group, Inc time their HYMB position?

Based on 13F filing dates vs. subsequent HYMB price moves, Financial Partners Group, Inc correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on HYMB relative to SPY over the holding period was -5.8%.

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