Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 Q2	$25M	Buy	284,987 +13,843	+5%	+$1.18M	7.11%	3
2026 Q1	$20.8M	Buy	271,144 +4,530	+2%	+$362K	7.04%	4
2025 Q4	$21.4M	Buy	266,614 +13,822	+5%	+$1.1M	7.42%	4
2025 Q3	$19.8M	Buy	252,792 +13,009	+5%	+$981K	7.26%	4
2025 Q2	$17.4M	Buy	239,783 +4,473	+2%	+$301K	6.97%	4
2025 Q1	$15.4M	Buy	235,310 +24,238	+11%	+$1.68M	6.93%	5
2024 Q4	$14.6M	Buy	211,072 +36,585	+21%	+$2.54M	6.82%	5
2024 Q3	$11.8M	Buy	174,487 +37,275	+27%	+$2.42M	5.74%	6
2024 Q2	$8.78M	Buy	137,212 +55,459	+68%	+$3.41M	4.82%	9
2024 Q1	$5.03M	Buy	+81,753	New	+$4.79M	3.02%	10

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

Keeler & Nadler Financial Planning & Wealth Management's SPYM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.1% in Q2 2026, buying an estimated $1.18M and bringing the position to 284,987 shares worth $25M. The position accounts for 7.11% of the portfolio, ranked #3.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 284,987 shares of State Street SPDR Portfolio S&P 500 ETF worth $25M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 13,843 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.18M.
State Street SPDR Portfolio S&P 500 ETF made up 7.11% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #3 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.