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

Kingswood Wealth 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	$30.4M	Sell	345,568 -9,908	-3%	-$845K	1.22%	9
2026 Q1	$27.2M	Sell	355,476 -7,404	-2%	-$592K	1.29%	9
2025 Q4	$29.1M	Buy	362,880 +330,460	+1,019%	+$26.3M	1.41%	10
2025 Q3	$2.54M	Buy	32,420 +3,214	+11%	+$242K	0.15%	143
2025 Q2	$2.12M	Buy	29,206 +4,850	+20%	+$326K	0.17%	132
2025 Q1	$1.6M	Buy	24,356 +458	+2%	+$31.7K	0.15%	166
2024 Q4	$1.65M	Buy	23,898 +317	+1%	+$22K	0.12%	174
2024 Q3	$1.59M	Buy	23,581 +1,900	+9%	+$124K	0.11%	208
2024 Q2	$1.39M	Buy	21,681 +3,239	+18%	+$199K	0.13%	177
2024 Q1	$1.13M	Buy	18,442 +13,856	+302%	+$811K	0.13%	180
2023 Q4	$256K	Buy	+4,586	New	+$240K	0.03%	516

Other funds holding SPYM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kingswood Wealth Advisors's SPYM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q2 2026, selling an estimated $845K and leaving 345,568 shares worth $30.4M. The position accounts for 1.22% of the portfolio, ranked #9.

Kingswood Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Kingswood Wealth Advisors held 345,568 shares of State Street SPDR Portfolio S&P 500 ETF worth $30.4M as of Q2 2026.
Kingswood Wealth Advisors sold 9,908 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $845K.
State Street SPDR Portfolio S&P 500 ETF made up 1.22% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.