Kmg Fiduciary Partners 13F: Cuts SPYM Stake by $4.6M
Kmg Fiduciary Partners trimmed its holdings in the SPYM ETF by 14.1% in its latest filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold 51,668 shares from its stake in State Street SPDR Portfolio S&P 500 ETF ($SPYM), a 14.07% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 315,606 shares worth $28.33 million at the end of the quarter.
Since the filing, $SPYM is down 0.8% to date (from the $90.58 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
SPYM
State Street SPDR Portfolio S&P 500 ETF
Key Points
- Kmg Fiduciary Partners reduced its position in State Street SPDR Portfolio S&P 500 ETF by 14.1%, selling 51,668 shares.
- The ETF trades on NYSEArca with a 52-week range between $74.06 and $91.74, and a P/E ratio of 25.0.
- Kmg Fiduciary's stake now totals 315,606 shares, valued at approximately $28.3 million.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated State Street SPDR Portfolio S&P 500 ETF alert may contain errors. Disclosures
Kmg Fiduciary Partners has trimmed its stake in the State Street SPDR Portfolio S&P 500 ETF (NYSEArca: SPYM), according to its latest filing with the SEC. The firm cut its holdings by 51,668 shares, a 14.1% decrease, leaving it with 315,606 shares valued at about $28.3 million as of the reporting period.
Kmg Fiduciary Partners vs. the S&P 500
Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.
What Changed in Kmg Fiduciary Partners' State Street SPDR Portfolio S&P 500 ETF Position
Kmg Fiduciary Partners reduced its position in the State Street SPDR Portfolio S&P 500 ETF by selling 51,668 shares. This marked a 14.1% decrease from its previous holding of 367,274 shares. The remaining 315,606 shares are now worth approximately $28.3 million.
State Street SPDR Portfolio S&P 500 ETF Stock Holds Steady
The State Street SPDR Portfolio S&P 500 ETF, trading on NYSEArca under the ticker SPYM, has shown a 52-week low of $74.06 and a high of $91.74. The ETF's P/E ratio stands at 25.0, reflecting its focus on large-cap U.S. equities. The fund's 50-day moving average is $89.45, while the 200-day moving average is $84.34. The previous close was $89.64.
About State Street SPDR Portfolio S&P 500 ETF
The State Street SPDR Portfolio S&P 500 ETF is designed to track the performance of the large-cap segment of the U.S. equity market. It typically invests at least 80% of its total assets in the securities of the S&P 500 Index. This non-diversified fund aims to mirror the index's performance and is traded on the NYSEArca exchange.
Bottom Line
Kmg Fiduciary Partners' reduction in its stake in the State Street SPDR Portfolio S&P 500 ETF is a notable adjustment in its investment portfolio. The ETF, known for tracking large-cap U.S. stocks, remains a popular choice among investors. As always with 13F filings, this data reflects past holdings and may not represent current positions.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $SPYM (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts