Kestra Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kestra Advisory Services’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	$116M	Buy	1,319,914 +217,653	+20%	+$18.6M	0.37%	41
2026 Q1	$84.4M	Sell	1,102,261 -75,206	-6%	-$6.02M	0.32%	54
2025 Q4	$94.5M	Sell	1,177,467 -42,378	-3%	-$3.37M	0.39%	42
2025 Q3	$95.6M	Buy	1,219,845 +42,296	+4%	+$3.19M	0.44%	31
2025 Q2	$85.6M	Buy	1,177,549 +42,352	+4%	+$2.85M	0.42%	31
2025 Q1	$74.7M	Buy	1,135,197 +124,135	+12%	+$8.59M	0.36%	32
2024 Q4	$69.7M	Buy	1,011,062 +23,552	+2%	+$1.63M	0.38%	38
2024 Q3	$66.7M	Sell	987,510 -19,646	-2%	-$1.28M	0.37%	43
2024 Q2	$64.5M	Buy	1,007,156 +77,987	+8%	+$4.8M	0.36%	44
2024 Q1	$57.2M	Buy	929,169 +33,321	+4%	+$1.95M	0.38%	38
2023 Q4	$50.1M	Buy	895,848 +97,095	+12%	+$5.09M	0.41%	35
2023 Q3	$40.1M	Buy	798,753 +241,714	+43%	+$12.6M	0.39%	41
2023 Q2	$29M	Buy	557,039 +374,306	+205%	+$18.5M	0.29%	63
2023 Q1	$8.8M	Sell	182,733 -227,437	-55%	-$10.7M	0.1%	234
2022 Q4	$18.4M	Buy	410,170 +224,014	+120%	+$10.1M	0.16%	144
2022 Q3	$7.82M	Buy	186,156 +22,989	+14%	+$1.07M	0.08%	258
2022 Q2	$7.24M	Sell	163,167 -1,580	-1%	-$76.1K	0.07%	277
2022 Q1	$8.75M	Sell	164,747 -26,390	-14%	-$1.38M	0.09%	246
2021 Q4	$10.7M	Buy	191,137 +29,636	+18%	+$1.6M	0.11%	214
2021 Q3	$8.15M	Buy	161,501 +5,978	+4%	+$310K	0.08%	266
2021 Q2	$7.83M	Buy	155,523 +47,352	+44%	+$2.32M	0.09%	252
2021 Q1	$5.04M	Buy	108,171 +63,005	+139%	+$2.86M	0.06%	335
2020 Q4	$1.98M	Buy	45,166 +1,853	+4%	+$77.3K	0.02%	602
2020 Q3	$1.81M	Buy	+43,313	New	+$1.69M	0.03%	453

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

Kestra Advisory Services's SPYM Position: Q2 2026 in Review

Kestra Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 20% in Q2 2026, buying an estimated $18.6M and bringing the position to 1,319,914 shares worth $116M. The position accounts for 0.37% of the portfolio, ranked #41.

Kestra Advisory Services first reported a position in SPYM in Q3 2020 and has held it in 24 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kestra Advisory Services held 1,319,914 shares of State Street SPDR Portfolio S&P 500 ETF worth $116M as of Q2 2026.
Kestra Advisory Services bought 217,653 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $18.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.37% of Kestra Advisory Services's portfolio in Q2 2026, its #41 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.