KMG FIDUCIARY PARTNERS, LLC Last Quarter Change: USA ETF, New

KMG FIDUCIARY PARTNERS, LLC quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, KMG FIDUCIARY PARTNERS, LLC opened 14 positions, added to 27, reduced 31, sold out of 49 and left 7 unchanged. The largest increase in value was SPYM (+$32,276,037); the largest decrease was SPYM (-$31,937,534).

SPYM: Country of operation United States; Class ST STR P500ETF; Shares 2026-03-31 0; Shares 2026-06-30 367,274.
JPST: Country of operation —; Class ULTRA SHRT ETF; Shares 2026-03-31 0; Shares 2026-06-30 228,267.
SRLN: Country of operation —; Class ST STR BL LN ETF; Shares 2026-03-31 0; Shares 2026-06-30 260,160.
XLE: Country of operation —; Class ST STR ENERG ETF; Shares 2026-03-31 0; Shares 2026-06-30 86,492.

Two Form 13F-HR filings compared (SEC CIK 1773205): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPYM SPDR SERIES TRUST	United States	ST STR P500ETF	367,274	+367,274	$0	$32,276,037	+$32,276,037
JPST J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF	228,267	+228,267	$0	$11,543,462	+$11,543,462
SRLN SSGA ACTIVE ETF TR		ST STR BL LN ETF	260,160	+260,160	$0	$10,481,843	+$10,481,843
XLE SELECT SECTOR SPDR TR		ST STR ENERG ETF	86,492	+86,492	$0	$4,593,607	+$4,593,607
CGDV CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT	65,683	+65,683	$0	$3,236,853	+$3,236,853
SPSB SPDR SERIES TRUST		ST SHOR CORP ETF	81,413	+81,413	$0	$2,443,204	+$2,443,204
SPDW SPDR INDEX SHS FDS		ST STR PO EX ETF	41,617	+41,617	$0	$2,097,089	+$2,097,089
CGUS CAPITAL GROUP CORE EQUITY ET		SHS CREAT UNIT	46,994	+46,994	$0	$2,090,305	+$2,090,305
IBIT ISHARES BITCOIN TRUST ETF		SHS BEN INT	47,628	+47,628	$0	$1,585,536	+$1,585,536
CGGR CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT	17,868	+17,868	$0	$843,378	+$843,378
CGGO CAPITAL GROUP GBL GROWTH EQT		SHS CREAT UNIT	17,523	+17,523	$0	$741,739	+$741,739
XLF SELECT SECTOR SPDR TR		ST STR FINL ETF	13,262	+13,262	$0	$710,978	+$710,978
XLI SELECT SECTOR SPDR TR		ST STR INDL ETF	2,568	+2,568	$0	$475,671	+$475,671
NULG NUSHARES ETF TR		NUVEEN ESG LRGCP	1,782	+1,782	$0	$208,585	+$208,585

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