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

Kaizen Financial Strategies’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 		$11M Buy
+14,700
New +$10.7M 3.56% 7
2024
Q2 		– Sell
-20,000
Closed -$26.3K – 155
2024
Q1 		$26.3K Buy
+20,000
New +$9.96M 0.02% 126

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Kaizen Financial Strategies's SPY Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q2 2026, selling an estimated $4.79M and leaving 19,616 shares worth $14.6M. The position accounts for 4.75% of the portfolio, ranked #4.

Kaizen Financial Strategies first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.9M in Q4 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Kaizen Financial Strategies held 19,616 shares of State Street SPDR S&P 500 ETF Trust worth $14.6M as of Q2 2026.
  • Kaizen Financial Strategies sold 6,609 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.79M.
  • State Street SPDR S&P 500 ETF Trust made up 4.75% of Kaizen Financial Strategies's portfolio in Q2 2026, its #4 holding.
  • Kaizen Financial Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's State Street SPDR S&P 500 ETF Trust position peaked at $18.9M in Q4 2025.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.