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

Kestra Investment 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 Q1	$698K	Buy	9,123 +245	+3%	+$19.6K	0.01%	257
2025 Q4	$712K	Buy	8,878 +2,179	+33%	+$173K	0.02%	237
2025 Q3	$525K	Sell	6,699 -4,307	-39%	-$325K	0.01%	266
2025 Q2	$768K	Buy	11,006 +6,439	+141%	+$433K	0.01%	317
2025 Q1	$300K	Sell	4,567 -1,023	-18%	-$70.8K	0.01%	328
2024 Q4	$385K	Buy	5,590 +2,581	+86%	+$179K	0.02%	274
2024 Q3	$203K	Buy	+3,009	New	+$196K	0.01%	332

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Kestra Investment Management's SPYM Position: Q1 2026 in Review

Kestra Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q1 2026, buying an estimated $19.6K and bringing the position to 9,123 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #257.

Kestra Investment Management first reported a position in SPYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $768K in Q2 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Kestra Investment Management held 9,123 shares of State Street SPDR Portfolio S&P 500 ETF worth $698K as of Q1 2026.
Kestra Investment Management bought 245 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $19.6K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #257 holding.
Kestra Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $768K in Q2 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.