Kathmere Capital Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kathmere Capital Management’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 Q3	$1.51M	Sell	16,811 -1,745	-9%	-$156K	0.07%	189
2026 Q2	$1.63M	Buy	18,556 +1,155	+7%	+$98.5K	0.09%	165
2026 Q1	$1.33M	Sell	17,401 -225	-1%	-$18K	0.08%	170
2025 Q4	$1.41M	Sell	17,626 -141	-0.8%	-$11.2K	0.1%	143
2025 Q3	$1.39M	Sell	17,767 -870	-5%	-$65.6K	0.1%	138
2025 Q2	$1.35M	Buy	+18,637	New	+$1.25M	0.1%	131

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Kathmere Capital Management's SPYM Position: Q3 2026 in Review

Kathmere Capital Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.4% in Q3 2026, selling an estimated $156K and leaving 16,811 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #189.

Kathmere Capital Management first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q2 2026. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Kathmere Capital Management held 16,811 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.51M as of Q3 2026.
Kathmere Capital Management sold 1,745 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $156K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Kathmere Capital Management's portfolio in Q3 2026, its #189 holding.
Kathmere Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
Kathmere Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.63M in Q2 2026.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.