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

Key Capital 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 Q3	$3.58M	Buy	39,864 +6,341	+19%	+$567K	1.31%	18
2026 Q2	$2.95M	Buy	33,523 +25,109	+298%	+$2.14M	1.52%	17
2026 Q1	$644K	Buy	8,414 +8,247	+4,938%	+$660K	0.43%	40
2025 Q4	$13.4K	Buy	+167	New	+$13.3K	0.01%	247

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

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

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

Key Capital Management's SPYM Position: Q3 2026 in Review

Key Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q3 2026, buying an estimated $567K and bringing the position to 39,864 shares worth $3.58M. The position accounts for 1.31% of the portfolio, ranked #18.

Key Capital Management first reported a position in SPYM in Q4 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Key Capital Management held 39,864 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.58M as of Q3 2026.
Key Capital Management bought 6,341 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $567K.
State Street SPDR Portfolio S&P 500 ETF made up 1.31% of Key Capital Management's portfolio in Q3 2026, its #18 holding.
Key Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
1,042 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.