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

Kaydan Wealth 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 Q1	$226K	Buy	2,950 +25	+0.9%	+$2K	0.08%	103
2025 Q4	$235K	Hold	2,925	–	–	0.07%	107
2025 Q3	$229K	Hold	2,925	–	–	0.07%	107
2025 Q2	$213K	Buy	+2,925	New	+$197K	0.07%	109

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kaydan Wealth Management's SPYM Position: Q1 2026 in Review

Kaydan Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.85% in Q1 2026, buying an estimated $2K and bringing the position to 2,950 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #103.

Kaydan Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Kaydan Wealth Management held 2,950 shares of State Street SPDR Portfolio S&P 500 ETF worth $226K as of Q1 2026.
Kaydan Wealth Management bought 25 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Kaydan Wealth Management's portfolio in Q1 2026, its #103 holding.
Kaydan Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Kaydan Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $235K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.