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 Q3	$4.74M	Buy	52,818 +28,962	+121%	+$2.59M	0.05%	363
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Kestra Private Wealth Services's SPYM Position: Q3 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 121% in Q3 2026, buying an estimated $2.59M and bringing the position to 52,818 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #363.

Kestra Private Wealth Services first reported a position in SPYM in Q2 2023 and has held it in 14 quarters since. 863 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Kestra Private Wealth Services held 52,818 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.74M as of Q3 2026.
Kestra Private Wealth Services bought 28,962 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.59M.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q3 2026, its #363 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 14 quarters since.
863 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.