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Kroeger Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kroeger Financial Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+290
New +$210K 0.21% 40

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CK
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VFA
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AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Kroeger Financial Partners's SPY Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 290 shares worth $217K. The stake represents 0.21% of the portfolio and ranks #40 among its holdings.

2,016 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Kroeger Financial Partners held 290 shares of State Street SPDR S&P 500 ETF Trust worth $217K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Kroeger Financial Partners position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Kroeger Financial Partners's portfolio in Q2 2026, its #40 holding.
  • 2,016 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.