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

KWB Wealth’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 		$159M Buy
1,776,546
+55,571
+3% +$4.97M 13.62% 1
2026
Q2 		$151M Buy
1,720,975
+615,232
+56% +$52.5M 12.94% 1
2026
Q1 		$88.7M Sell
1,105,743
-8,199
-0.7% -$656K 8.77% 3
2025
Q4 		$89.4M Buy
1,113,942
+115,164
+12% +$9.16M 8.46% 3
2025
Q3 		$72.6M Sell
998,778
-279,454
-22% -$21.1M 8.02% 3
2025
Q2 		$84.1M Sell
1,278,232
-86,369
-6% -$5.81M 10.22% 2
2025
Q1 		$94.1M Buy
1,364,601
+34,965
+3% +$2.42M 11.35% 2
2024
Q4 		$89.8M Sell
1,329,636
-29,655
-2% -$2.06M 11.12% 2
2024
Q3 		$87M Buy
1,359,291
+13,840
+1% +$900K 11.34% 2
2024
Q2 		$82.8M Sell
1,345,451
-28,126
-2% -$1.73M 11.39% 2
2024
Q1 		$84.5M Sell
1,373,577
-239,350
-15% -$14M 11.37% 2
2023
Q4 		$90.2M Buy
1,612,927
+345,536
+27% +$18.1M 13.01% 1
2023
Q3 		$66M Sell
1,267,391
-18,511
-1% -$968K 10.6% 3
2023
Q2 		$67M Sell
1,285,902
-489,624
-28% -$24.2M 10.6% 3
2023
Q1 		$79.9M Buy
1,775,526
+23,512
+1% +$1.1M 14.73% 1
2022
Q4 		$78.8M Sell
1,752,014
-19,852
-1% -$897K 14.98% 1
2022
Q3 		$74.4M Buy
1,771,866
+88,260
+5% +$4.12M 14.85% 1
2022
Q2 		$74.7M Buy
1,683,606
+140,202
+9% +$6.76M 14.38% 1
2022
Q1 		$86.2M Sell
1,543,404
-1,859
-0.1% -$97.3K 14.36% 1
2021
Q4 		$86.3M Buy
1,545,263
+18,984
+1% +$1.03M 14.34% 1
2021
Q3 		$77M Buy
1,526,279
+53,025
+4% +$2.75M 13.68% 1
2021
Q2 		$68.7M Sell
1,473,254
-4,641
-0.3% -$228K 13.17% 1
2021
Q1 		$68.9M Buy
1,477,895
+117,996
+9% +$5.35M 13.16% 1
2020
Q4 		$59.8M Buy
+1,359,899
New +$56.7M 12.44% 1

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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 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
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

KWB Wealth's SPYM Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q3 2026, buying an estimated $4.97M and bringing the position to 1,776,546 shares worth $159M. The position accounts for 13.62% of the portfolio, ranked #1.

KWB Wealth first reported a position in SPYM in Q4 2020 and has held it in 24 quarters since. 338 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • KWB Wealth held 1,776,546 shares of State Street SPDR Portfolio S&P 500 ETF worth $159M as of Q3 2026.
  • KWB Wealth bought 55,571 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $4.97M.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.62% of KWB Wealth's portfolio in Q3 2026, its #1 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.