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SPYMSPYM
Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

Kestra Advisory Services, LLC holds 1.3M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $116M as of 2026-Q2. The position was increased (+19.8% shares). SPYM represents 0.4% of Kestra Advisory Services, LLC's portfolio.

Current Value

$116M

Current Shares

1.3M

Total Value Change

+$49.3M

Total Shares Change

+332,404

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+19.8%
$116M0.4%$87.88
43
2026-Q1
Decreased
1.1M
-6.4%
$84.4M0.3%$80.05
0
2025-Q4
Decreased
1.2M
-3.5%
$94.5M0.4%$80.82
0
2025-Q3
Increased
1.2M
+3.6%
$95.6M0.4%$77.84
37
2025-Q2
Increased
1.2M
+3.7%
$85.6M0.4%$71.89
37
2025-Q1
Increased
1.1M
+12.3%
$74.7M0.4%$64.79
40
2024-Q4
Increased
1M
+2.4%
$69.7M0.4%$68.36
36
2024-Q3
Decreased
987,510
-1.9%
$66.7M0.4%$66.18
0

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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