Kesler Norman & Wride’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kesler Norman & Wride’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	$379K	Buy	+4,314	New	+$368K	0.06%	221

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

Kesler Norman & Wride's SPYM Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 4,314 shares worth $379K. The stake represents 0.06% of the portfolio and ranks #221 among its holdings.

1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kesler Norman & Wride held 4,314 shares of State Street SPDR Portfolio S&P 500 ETF worth $379K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Kesler Norman & Wride position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Kesler Norman & Wride's portfolio in Q2 2026, its #221 holding.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.