Kayne Anderson Rudnick Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kayne Anderson Rudnick Investment 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
2025 Q4	–	Sell	-765	Closed	-$60K	–	1048
2025 Q3	$60K	Hold	765	–	–	﹤0.01%	586
2025 Q2	$55.6K	Hold	765	–	–	﹤0.01%	599
2025 Q1	$50.3K	Hold	765	–	–	﹤0.01%	582
2024 Q4	$52.7K	Hold	765	–	–	﹤0.01%	546
2024 Q3	$51.6K	Hold	765	–	–	﹤0.01%	547
2024 Q2	$48.9K	Buy	+765	New	+$47.1K	﹤0.01%	540

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SPYM Position: Q4 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 765 shares — an estimated $60K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SPYM in Q2 2024 and held it in 6 quarters. The position peaked at $60K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Kayne Anderson Rudnick Investment Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 765 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $60K.
Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and held it in 6 quarters.
Kayne Anderson Rudnick Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $60K in Q3 2025.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.