Kingsbury Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kingsbury Capital Investment 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	$5.44M	Sell	61,881 -26,162	-30%	-$2.23M	4.6%	4
2026 Q1	$6.74M	Buy	+88,043	New	+$7.04M	6.33%	3
2022 Q3	–	Sell	-11,638	Closed	-$516K	–	91
2022 Q2	$516K	Buy	11,638 +39	+0.3%	+$1.88K	0.71%	32
2022 Q1	$616K	Buy	+11,599	New	+$607K	0.68%	31

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kingsbury Capital Investment Advisors's SPYM Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 30% in Q2 2026, selling an estimated $2.23M and leaving 61,881 shares worth $5.44M. The position accounts for 4.6% of the portfolio, ranked #4.

Kingsbury Capital Investment Advisors first reported a position in SPYM in Q1 2022 and has held it in 4 quarters since. The position peaked at $6.74M in Q1 2026. 1,727 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kingsbury Capital Investment Advisors held 61,881 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.44M as of Q2 2026.
Kingsbury Capital Investment Advisors sold 26,162 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.23M.
State Street SPDR Portfolio S&P 500 ETF made up 4.6% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #4 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 4 quarters since.
Kingsbury Capital Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.74M in Q1 2026.
1,727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.