KLI
SPYM

Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kelman-Lazarov Inc’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 		$37.8M Buy
430,413
+9,171
+2% +$782K 4.96% 4
2026
Q1 		$32.2M Buy
421,242
+11,601
+3% +$928K 4.62% 4
2025
Q4 		$32.9M Buy
409,641
+28,424
+7% +$2.26M 4.69% 4
2025
Q3 		$29.9M Buy
381,217
+11,301
+3% +$852K 4.43% 5
2025
Q2 		$26.9M Buy
369,916
+52,004
+16% +$3.5M 4.36% 7
2025
Q1 		$20.9M Buy
+317,912
New +$22M 3.8% 9

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kelman-Lazarov Inc's SPYM Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q2 2026, buying an estimated $782K and bringing the position to 430,413 shares worth $37.8M. The position accounts for 4.96% of the portfolio, ranked #4.

Kelman-Lazarov Inc first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Kelman-Lazarov Inc held 430,413 shares of State Street SPDR Portfolio S&P 500 ETF worth $37.8M as of Q2 2026.
  • Kelman-Lazarov Inc bought 9,171 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $782K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.96% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #4 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.