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
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 $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelman-Lazarov Inc's SPYM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q1 2026, buying an estimated $928K and bringing the position to 421,242 shares worth $32.2M. The position accounts for 4.62% of the portfolio, ranked #4.

Kelman-Lazarov Inc first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $32.9M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Kelman-Lazarov Inc held 421,242 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.2M as of Q1 2026.
  • Kelman-Lazarov Inc bought 11,601 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $928K.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.62% of Kelman-Lazarov Inc's portfolio in Q1 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 5 quarters since.
  • Kelman-Lazarov Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $32.9M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.