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

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UIM
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Bank of America
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Jones Financial Companies
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $3.48B AUM 17.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return