KW
SPYM

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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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

KWB Wealth's SPYM Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 56% in Q2 2026, buying an estimated $52.5M and bringing the position to 1,720,975 shares worth $151M. The position accounts for 12.94% of the portfolio, ranked #1.

KWB Wealth first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • KWB Wealth held 1,720,975 shares of State Street SPDR Portfolio S&P 500 ETF worth $151M as of Q2 2026.
  • KWB Wealth bought 615,232 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $52.5M.
  • State Street SPDR Portfolio S&P 500 ETF made up 12.94% of KWB Wealth's portfolio in Q2 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 23 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.