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

Kestra Private Wealth 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	$2.1M	Buy	23,856 +6,176	+35%	+$527K	0.02%	576
2026 Q1	$1.35M	Buy	17,680 +3,182	+22%	+$255K	0.02%	696
2025 Q4	$1.16M	Sell	14,498 -2,290	-14%	-$182K	0.01%	738
2025 Q3	$1.32M	Buy	16,788 +4,501	+37%	+$340K	0.02%	669
2025 Q2	$893K	Buy	12,287 +2,058	+20%	+$138K	0.01%	785
2025 Q1	$673K	Buy	10,229 +3,781	+59%	+$262K	0.01%	834
2024 Q4	$445K	Buy	6,448 +841	+15%	+$58.3K	0.01%	974
2024 Q3	$379K	Sell	5,607 -3,173	-36%	-$206K	0.01%	997
2024 Q2	$562K	Buy	8,780 +1,118	+15%	+$68.8K	0.01%	785
2024 Q1	$471K	Buy	7,662 +2,980	+64%	+$175K	0.01%	819
2023 Q4	$262K	Buy	4,682 +249	+6%	+$13K	0.01%	1003
2023 Q3	$223K	Buy	4,433 +332	+8%	+$17.4K	0.01%	989
2023 Q2	$214K	Buy	+4,101	New	+$202K	0.01%	944

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 Private Wealth Services's SPYM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 35% in Q2 2026, buying an estimated $527K and bringing the position to 23,856 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #576.

Kestra Private Wealth Services first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kestra Private Wealth Services held 23,856 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.1M as of Q2 2026.
Kestra Private Wealth Services bought 6,176 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $527K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #576 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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