Keel Point’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Keel Point’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	$27.1M	Buy	307,979 +73	+0%	+$6.23K	1.6%	11
2026 Q1	$23.6M	Sell	307,906 -386	-0.1%	-$30.9K	1.56%	12
2025 Q4	$24.7M	Buy	308,292 +3	+0%	+$239	1.49%	15
2025 Q3	$24.2M	Buy	308,289 +480	+0.2%	+$36.2K	1.49%	14
2025 Q2	$22.4M	Sell	307,809 -474	-0.2%	-$31.9K	1.48%	13
2025 Q1	$20.3M	Buy	308,283 +650	+0.2%	+$45K	1.57%	11
2024 Q4	$21.2M	Sell	307,633 -157,834	-34%	-$10.9M	1.7%	11
2024 Q3	$31.4M	Buy	465,467 +296	+0.1%	+$19.3K	2.62%	7
2024 Q2	$29.7M	Sell	465,171 -85,000	-15%	-$5.23M	2.68%	8
2024 Q1	$33.9M	Hold	550,171	–	–	3.5%	5
2023 Q4	$30.8M	Sell	550,171 -543	-0.1%	-$28.4K	3.67%	4
2023 Q3	$27.7M	Sell	550,714 -16	-0%	-$837	3.79%	5
2023 Q2	$28.7M	Hold	550,730	–	–	3.83%	5
2023 Q1	$26.5M	Hold	550,730	–	–	3.83%	5
2022 Q4	$24.8M	Sell	550,730 -791	-0.1%	-$35.8K	3.89%	4
2022 Q3	$23.2M	Buy	551,521 +40,877	+8%	+$1.91M	3.97%	4
2022 Q2	$25.2M	Hold	510,644	–	–	3.93%	4
2022 Q1	$27.1M	Buy	+510,644	New	+$26.7M	4.07%	3

Other funds holding SPYM

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

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Keel Point's SPYM Position: Q2 2026 in Review

Keel Point increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.02% in Q2 2026, buying an estimated $6.23K and bringing the position to 307,979 shares worth $27.1M. The position accounts for 1.6% of the portfolio, ranked #11.

Keel Point first reported a position in SPYM in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.9M in Q1 2024. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Keel Point held 307,979 shares of State Street SPDR Portfolio S&P 500 ETF worth $27.1M as of Q2 2026.
Keel Point bought 73 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $6.23K.
State Street SPDR Portfolio S&P 500 ETF made up 1.6% of Keel Point's portfolio in Q2 2026, its #11 holding.
Keel Point first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Keel Point's State Street SPDR Portfolio S&P 500 ETF position peaked at $33.9M in Q1 2024.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.