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KMG Fiduciary Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

KMG Fiduciary Partners’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
Q3 		$28.3M Sell
315,606
-51,668
-14% -$4.62M 2.77% 9
2026
Q2 		$32.3M Sell
367,274
-49,992
-12% -$4.27M 3% 8
2026
Q1 		$31.9M Sell
417,266
-74,820
-15% -$5.98M 2.36% 8
2025
Q4 		$39.5M Sell
492,086
-1,641
-0.3% -$131K 2.81% 8
2025
Q3 		$38.7M Buy
493,727
+13,246
+3% +$999K 2.6% 8
2025
Q2 		$34.9M Buy
480,481
+7,577
+2% +$510K 2.59% 7
2025
Q1 		$31.1M Sell
472,904
-15,762
-3% -$1.09M 2.58% 6
2024
Q4 		$33.7M Buy
488,666
+31,630
+7% +$2.19M 2.79% 7
2024
Q3 		$30.9M Buy
457,036
+136,610
+43% +$8.88M 2.66% 6
2024
Q2 		$20.5M Buy
320,426
+31,488
+11% +$1.94M 2.02% 11
2024
Q1 		$17.8M Buy
288,938
+8,297
+3% +$486K 1.84% 11
2023
Q4 		$15.7M Buy
280,641
+16,993
+6% +$890K 1.83% 9
2023
Q3 		$13.3M Buy
263,648
+13,107
+5% +$686K 1.75% 9
2023
Q2 		$13.1M Buy
250,541
+51,400
+26% +$2.54M 1.69% 10
2023
Q1 		$9.59M Buy
199,141
+15,005
+8% +$704K 1.38% 14
2022
Q4 		$8.28M Buy
184,136
+16,974
+10% +$767K 1.36% 13
2022
Q3 		$7.02M Buy
167,162
+152,176
+1,015% +$7.11M 1.35% 14
2022
Q2 		$664K Buy
+14,986
New +$722K 0.12% 126

Other funds holding SPYM

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KMG Fiduciary Partners's SPYM Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2026, selling an estimated $4.62M and leaving 315,606 shares worth $28.3M. The position accounts for 2.77% of the portfolio, ranked #9.

KMG Fiduciary Partners first reported a position in SPYM in Q2 2022 and has held it in 18 quarters since. The position peaked at $39.5M in Q4 2025. 232 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • KMG Fiduciary Partners held 315,606 shares of State Street SPDR Portfolio S&P 500 ETF worth $28.3M as of Q3 2026.
  • KMG Fiduciary Partners sold 51,668 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.62M.
  • State Street SPDR Portfolio S&P 500 ETF made up 2.77% of KMG Fiduciary Partners's portfolio in Q3 2026, its #9 holding.
  • KMG Fiduciary Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 18 quarters since.
  • KMG Fiduciary Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.5M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.