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

Kingsview Wealth 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 Q1	$15.6M	Buy	204,086 +4,415	+2%	+$353K	0.21%	91
2025 Q4	$16M	Buy	199,671 +77,929	+64%	+$6.2M	0.23%	83
2025 Q3	$9.54M	Buy	121,742 +5,610	+5%	+$423K	0.15%	139
2025 Q2	$8.44M	Buy	116,132 +6,750	+6%	+$454K	0.14%	156
2025 Q1	$7.19M	Sell	109,382 -2,427	-2%	-$168K	0.14%	164
2024 Q4	$7.71M	Sell	111,809 -3,493	-3%	-$242K	0.15%	152
2024 Q3	$7.78M	Buy	115,302 +2,404	+2%	+$156K	0.16%	138
2024 Q2	$7.23M	Buy	112,898 +7,033	+7%	+$433K	0.17%	134
2024 Q1	$6.51M	Buy	105,865 +9,046	+9%	+$530K	0.16%	141
2023 Q4	$5.41M	Buy	96,819 +20,280	+26%	+$1.06M	0.16%	147
2023 Q3	$3.85M	Buy	76,539 +21,004	+38%	+$1.1M	0.14%	174
2023 Q2	$2.89M	Buy	55,535 +2,744	+5%	+$135K	0.11%	191
2023 Q1	$2.54M	Sell	52,791 -3,465	-6%	-$163K	0.11%	201
2022 Q4	$2.53M	Buy	56,256 +8,505	+18%	+$384K	0.11%	207
2022 Q3	$2M	Buy	47,751 +2,748	+6%	+$128K	0.1%	227
2022 Q2	$2M	Buy	45,003 +2,718	+6%	+$131K	0.1%	223
2022 Q1	$2.25M	Buy	42,285 +2,717	+7%	+$142K	0.1%	217
2021 Q4	$2.21M	Buy	39,568 +2,212	+6%	+$119K	0.09%	227
2021 Q3	$1.89M	Sell	37,356 -472	-1%	-$24.5K	0.09%	235
2021 Q2	$1.91M	Buy	37,828 +3,132	+9%	+$154K	0.09%	231
2021 Q1	$1.63M	Buy	34,696 +2,833	+9%	+$128K	0.09%	227
2020 Q4	$1.4M	Buy	31,863 +3,605	+13%	+$150K	0.1%	208
2020 Q3	$1.11M	Buy	28,258 +12,918	+84%	+$503K	0.1%	207
2020 Q2	$556K	Buy	15,340 +1,054	+7%	+$36.2K	0.06%	308
2020 Q1	$432K	Buy	+14,286	New	+$513K	0.06%	288
2019 Q1	–	Sell	-7,321	Closed	-$214K	–	516
2018 Q4	$214K	Buy	+7,321	New	+$231K	0.05%	331

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's SPYM Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.2% in Q1 2026, buying an estimated $353K and bringing the position to 204,086 shares worth $15.6M. The position accounts for 0.21% of the portfolio, ranked #91.

Kingsview Wealth Management first reported a position in SPYM in Q4 2018 and has held it in 26 quarters since. The position peaked at $16M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Kingsview Wealth Management held 204,086 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.6M as of Q1 2026.
Kingsview Wealth Management bought 4,415 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $353K.
State Street SPDR Portfolio S&P 500 ETF made up 0.21% of Kingsview Wealth Management's portfolio in Q1 2026, its #91 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
Kingsview Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $16M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.