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 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

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KMG Fiduciary Partners's SPYM Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, selling an estimated $4.27M and leaving 367,274 shares worth $32.3M. The position accounts for 3% of the portfolio, ranked #8.

KMG Fiduciary Partners first reported a position in SPYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $39.5M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

KMG Fiduciary Partners held 367,274 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.3M as of Q2 2026.
KMG Fiduciary Partners sold 49,992 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.27M.
State Street SPDR Portfolio S&P 500 ETF made up 3% of KMG Fiduciary Partners's portfolio in Q2 2026, its #8 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 17 quarters since.
KMG Fiduciary Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $39.5M in Q4 2025.
1,705 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.