Key Client Fiduciary Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Key Client Fiduciary Advisors’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	$3.48M	Buy	39,644 +5,434	+16%	+$464K	1%	21
2026 Q1	$2.62M	Buy	34,210 +2,438	+8%	+$195K	0.89%	20
2025 Q4	$2.55M	Buy	31,772 +1,541	+5%	+$123K	0.87%	24
2025 Q3	$2.37M	Buy	30,231 +415	+1%	+$31.3K	0.78%	28
2025 Q2	$2.17M	Buy	29,816 +3,282	+12%	+$221K	0.88%	26
2025 Q1	$1.74M	Buy	26,534 +6,631	+33%	+$459K	0.79%	30
2024 Q4	$1.37M	Buy	19,903 +1,114	+6%	+$77.2K	0.6%	41
2024 Q3	$1.27M	Buy	18,789 +5,342	+40%	+$347K	0.57%	41
2024 Q2	$861K	Buy	13,447 +5,007	+59%	+$308K	0.43%	58
2024 Q1	$519K	Buy	8,440 +1,383	+20%	+$81K	0.28%	82
2023 Q4	$394K	Buy	7,057 +1,207	+21%	+$63.2K	0.23%	111
2023 Q3	$294K	Buy	5,850 +1,492	+34%	+$78K	0.18%	127
2023 Q2	$227K	Buy	+4,358	New	+$215K	0.13%	153

Other funds holding SPYM

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Key Client Fiduciary Advisors's SPYM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, buying an estimated $464K and bringing the position to 39,644 shares worth $3.48M. The position accounts for 1% of the portfolio, ranked #21.

Key Client Fiduciary Advisors first reported a position in SPYM in Q2 2023 and has held it in 13 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Key Client Fiduciary Advisors held 39,644 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.48M as of Q2 2026.
Key Client Fiduciary Advisors bought 5,434 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $464K.
State Street SPDR Portfolio S&P 500 ETF made up 1% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #21 holding.
Key Client Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.