KFG
SPYM

Kingdom Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kingdom Financial Group’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 		$1.48M Buy
16,836
+947
+6% +$80.8K 0.38% 25
2026
Q1 		$1.22M Buy
15,889
+1,805
+13% +$144K 0.35% 28
2025
Q4 		$1.13M Buy
14,084
+6,105
+77% +$486K 0.35% 26
2025
Q3 		$625K Sell
7,979
-1,122
-12% -$84.6K 0.38% 42
2025
Q2 		$662K Sell
9,101
-4,461
-33% -$300K 0.58% 21
2025
Q1 		$892K Sell
13,562
-4,525
-25% -$313K 0.65% 21
2024
Q4 		$1.25M Sell
18,087
-1,316
-7% -$91.2K 0.85% 16
2024
Q3 		$1.31M Buy
19,403
+3,334
+21% +$217K 0.98% 15
2024
Q2 		$1.03M Sell
16,069
-5,340
-25% -$329K 0.7% 19
2024
Q1 		$1.32M Buy
21,409
+5,298
+33% +$310K 0.93% 17
2023
Q4 		$901K Buy
16,111
+1,985
+14% +$104K 0.79% 27
2023
Q3 		$710K Buy
14,126
+3,891
+38% +$204K 0.67% 29
2023
Q2 		$533K Buy
+10,235
New +$505K 0.52% 33

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

Kingdom Financial Group's SPYM Position: Q2 2026 in Review

Kingdom Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6% in Q2 2026, buying an estimated $80.8K and bringing the position to 16,836 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #25.

Kingdom Financial Group 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.

  • Kingdom Financial Group held 16,836 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.48M as of Q2 2026.
  • Kingdom Financial Group bought 947 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $80.8K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.38% of Kingdom Financial Group's portfolio in Q2 2026, its #25 holding.
  • Kingdom Financial Group 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 Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.