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

Kedalion 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 Q1	$1.37B	Buy	17,879,000 +14,039,000	+366%	+$1.12B	39.32%	2
2025 Q4	$308M	Sell	3,840,000 -9,044,000	-70%	-$719M	7.56%	3
2025 Q3	$1.01B	Buy	12,884,000 +5,869,620	+84%	+$443M	37.91%	2
2025 Q2	$510M	Buy	+7,014,380	New	+$472M	19.87%	2

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

Kedalion Capital Management's SPYM Position: Q1 2026 in Review

Kedalion Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 366% in Q1 2026, buying an estimated $1.12B and bringing the position to 17,879,000 shares worth $1.37B. The position accounts for 39.32% of the portfolio, ranked #2.

Kedalion Capital Management first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Kedalion Capital Management held 17,879,000 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.37B as of Q1 2026.
Kedalion Capital Management bought 14,039,000 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.12B.
State Street SPDR Portfolio S&P 500 ETF made up 39.32% of Kedalion Capital Management's portfolio in Q1 2026, its #2 holding.
Kedalion Capital 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.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kedalion Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.