KPP Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

KPP Advisory Services’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	$990K	Buy	11,265 +1,640	+17%	+$140K	0.13%	145
2026 Q1	$737K	Sell	9,625 -913	-9%	-$73K	0.11%	166
2025 Q4	$845K	Sell	10,538 -473	-4%	-$37.6K	0.12%	156
2025 Q3	$863K	Buy	11,011 +217	+2%	+$16.4K	0.13%	151
2025 Q2	$785K	Buy	10,794 +5	+0%	+$336	0.13%	146
2025 Q1	$709K	Buy	+10,789	New	+$746K	0.13%	133

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

KPP Advisory Services's SPYM Position: Q2 2026 in Review

KPP Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 17% in Q2 2026, buying an estimated $140K and bringing the position to 11,265 shares worth $990K. The position accounts for 0.13% of the portfolio, ranked #145.

KPP Advisory Services first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

KPP Advisory Services held 11,265 shares of State Street SPDR Portfolio S&P 500 ETF worth $990K as of Q2 2026.
KPP Advisory Services bought 1,640 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio S&P 500 ETF made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #145 holding.
KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.