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 Q2	$165K	Buy	1,875 +150	+9%	+$12.8K	0.02%	384
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 $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

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

Keating Financial Advisory Services's SPYM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.7% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,875 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #384.

Keating Financial Advisory Services first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Keating Financial Advisory Services held 1,875 shares of State Street SPDR Portfolio S&P 500 ETF worth $165K as of Q2 2026.
Keating Financial Advisory Services bought 150 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #384 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 3 quarters since.
1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.