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Caliber Wealth Management (Kansas)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Caliber Wealth Management (Kansas)’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 		$8.01M Sell
10,732
-530
-5% -$384K 0.77% 22
2026
Q1 		$7.32M Sell
11,262
-1,983
-15% -$1.35M 0.8% 22
2025
Q4 		$9.03M Sell
13,245
-1,275
-9% -$862K 0.97% 22
2025
Q3 		$9.67M Sell
14,520
-3,465
-19% -$2.22M 1.08% 19
2025
Q2 		$11.1M Sell
17,985
-2,363
-12% -$1.35M 1.19% 19
2025
Q1 		$11.4M Buy
+20,348
New +$12M 1.55% 13

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
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

Caliber Wealth Management (Kansas)'s SPY Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, selling an estimated $384K and leaving 10,732 shares worth $8.01M. The position accounts for 0.77% of the portfolio, ranked #22.

Caliber Wealth Management (Kansas) first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q1 2025. 2,027 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,732 shares of State Street SPDR S&P 500 ETF Trust worth $8.01M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 530 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $384K.
  • State Street SPDR S&P 500 ETF Trust made up 0.77% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #22 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street SPDR S&P 500 ETF Trust position peaked at $11.4M in Q1 2025.
  • 2,027 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.