LMKC
SPYM

L.M. Kohn & Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-12,037
Closed -$875K – 251
2025
Q2 		$875K Buy
12,037
+657
+6% +$44.2K 0.24% 85
2025
Q1 		$748K Sell
11,380
-334
-3% -$23.1K 0.2% 111
2024
Q4 		$808K Buy
11,714
+1,515
+15% +$105K 0.21% 99
2024
Q3 		$689K Buy
10,199
+723
+8% +$47K 0.17% 119
2024
Q2 		$606K Buy
9,476
+1,652
+21% +$102K 0.16% 128
2024
Q1 		$481K Buy
7,824
+869
+12% +$50.9K 0.14% 143
2023
Q4 		$389K Buy
6,955
+15
+0.2% +$786 0.12% 147
2023
Q3 		$349K Buy
6,940
+81
+1% +$4.24K 0.13% 148
2023
Q2 		$357K Hold
6,859
– – 0.13% 146
2023
Q1 		$330K Sell
6,859
-394
-5% -$18.5K 0.14% 153
2022
Q4 		$326K Hold
7,253
– – 0.15% 145
2022
Q3 		$305K Sell
7,253
-3,981
-35% -$186K 0.15% 150
2022
Q2 		$499K Sell
11,234
-5,300
-32% -$255K 0.23% 110
2022
Q1 		$879K Buy
+16,534
New +$866K 0.34% 71

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

L.M. Kohn & Company's SPYM Position: Q3 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2025, closing a stake of 12,037 shares — an estimated $875K sold.

L.M. Kohn & Company first reported a position in SPYM in Q1 2022 and held it in 14 quarters. The position peaked at $879K in Q1 2022. 1,425 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 12,037 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $875K.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $879K in Q1 2022.
  • 1,425 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.