BKM Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BKM Wealth Management’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	$764K	Sell	1,023 -381	-27%	-$276K	0.27%	85
2026 Q1	$914K	Hold	1,404	–	–	0.33%	76
2025 Q4	$957K	Sell	1,404 -7	-0.5%	-$4.73K	0.35%	75
2025 Q3	$940K	Sell	1,411 -174	-11%	-$112K	0.35%	74
2025 Q2	$980K	Buy	1,585 +72	+5%	+$41.2K	0.38%	70
2025 Q1	$847K	Sell	1,513 -60	-4%	-$35.3K	0.35%	74
2024 Q4	$922K	Sell	1,573 -165	-9%	-$97.2K	0.38%	68
2024 Q3	$997K	Sell	1,738 -2	-0.1%	-$1.11K	0.41%	65
2024 Q2	$947K	Buy	1,740 +191	+12%	+$100K	0.46%	66
2024 Q1	$811K	Sell	1,549 -961	-38%	-$478K	0.35%	78
2023 Q4	$1.19M	Buy	+2,510	New	+$1.12M	0.51%	55

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BKM Wealth Management's SPY Position: Q2 2026 in Review

BKM Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q2 2026, selling an estimated $276K and leaving 1,023 shares worth $764K. The position accounts for 0.27% of the portfolio, ranked #85.

BKM Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BKM Wealth Management held 1,023 shares of State Street SPDR S&P 500 ETF Trust worth $764K as of Q2 2026.
BKM Wealth Management sold 381 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $276K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of BKM Wealth Management's portfolio in Q2 2026, its #85 holding.
BKM Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.19M in Q4 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.