BKM Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BKM Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.03M	Buy	1,348 +325	+32%	+$247K	0.33%	78
2026 Q2	$764K	Sell	1,023 -381	-27%	-$276K	0.27%	85
2026 Q1	$914K	Hold	1,404	–	–	0.33%	76
2025 Q4	$957K	Sell	1,404 -7	-0.5%	-$4.73K	0.35%	75
2025 Q3	$940K	Sell	1,411 -174	-11%	-$112K	0.35%	74
2025 Q2	$980K	Buy	1,585 +72	+5%	+$41.2K	0.38%	70
2025 Q1	$847K	Sell	1,513 -60	-4%	-$35.3K	0.35%	74
2024 Q4	$922K	Sell	1,573 -165	-9%	-$97.2K	0.38%	68
2024 Q3	$997K	Sell	1,738 -2	-0.1%	-$1.11K	0.41%	65
2024 Q2	$947K	Buy	1,740 +191	+12%	+$100K	0.46%	66
2024 Q1	$811K	Sell	1,549 -961	-38%	-$478K	0.35%	78
2023 Q4	$1.19M	Buy	+2,510	New	+$1.12M	0.51%	55

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

BKM Wealth Management's SPY Position: Q3 2026 in Review

BKM Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q3 2026, buying an estimated $247K and bringing the position to 1,348 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #78.

BKM Wealth Management first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2023. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

BKM Wealth Management held 1,348 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q3 2026.
BKM Wealth Management bought 325 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $247K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of BKM Wealth Management's portfolio in Q3 2026, its #78 holding.
BKM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.19M in Q4 2023.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.