Keating Financial Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Keating Financial Advisory Services’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	$132K	Buy	1,725 +23	+1%	+$1.84K	0.02%	411
2025 Q4	$137K	Buy	+1,702	New	+$135K	0.02%	445

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

Keating Financial Advisory Services's SPYM Position: Q1 2026 in Review

Keating Financial Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q1 2026, buying an estimated $1.84K and bringing the position to 1,725 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #411.

Keating Financial Advisory Services first reported a position in SPYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $137K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Keating Financial Advisory Services held 1,725 shares of State Street SPDR Portfolio S&P 500 ETF worth $132K as of Q1 2026.
Keating Financial Advisory Services bought 23 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.84K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q1 2026, its #411 holding.
Keating Financial Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $137K in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.