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

PKS 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	$4.66M	Buy	53,030 +36,930	+229%	+$3.15M	0.74%	22
2026 Q1	$1.24M	Sell	16,100 -725	-4%	-$58K	0.29%	72
2025 Q4	$3.85M	Buy	16,825 +2,960	+21%	+$235K	0.88%	21
2025 Q3	$1.94M	Buy	13,865 +3,927	+40%	+$296K	0.41%	45
2025 Q2	$722K	Sell	9,938 -603	-6%	-$40.5K	0.18%	112
2025 Q1	$693K	Buy	10,541 +924	+10%	+$63.9K	0.19%	108
2024 Q4	$663K	Buy	+9,617	New	+$667K	0.17%	115

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

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

PKS Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 229% in Q2 2026, buying an estimated $3.15M and bringing the position to 53,030 shares worth $4.66M. The position accounts for 0.74% of the portfolio, ranked #22.

PKS Advisory Services first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

PKS Advisory Services held 53,030 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.66M as of Q2 2026.
PKS Advisory Services bought 36,930 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.15M.
State Street SPDR Portfolio S&P 500 ETF made up 0.74% of PKS Advisory Services's portfolio in Q2 2026, its #22 holding.
PKS Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 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 PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.