Kapitalo Investimentos’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kapitalo Investimentos’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 Q1	$3.52K	Buy	+16,000	New	+$10.9M	﹤0.01%	57
2025 Q4	–	Sell	-50,000	Closed	-$27.5K	–	68
2025 Q3	$27.5K	Buy	+50,000	New	+$32.1M	0.01%	62
2024 Q3	–	Sell	-20,000	Closed	-$36.2K	–	221
2024 Q2	$36.2K	Buy	+20,000	New	+$10.5M	0.01%	164

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kapitalo Investimentos's SPY Position: Q2 2025 in Review

Kapitalo Investimentos sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 386 shares — an estimated $221K sold.

Kapitalo Investimentos first reported a position in SPY in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

Kapitalo Investimentos reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
Kapitalo Investimentos sold 386 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $221K.
Kapitalo Investimentos first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and held it in 1 quarter.
Kapitalo Investimentos's State Street SPDR S&P 500 ETF Trust position peaked at $216K in Q1 2025.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Kapitalo Investimentos's 13F filing for Q2 2025, filed 14 Jul 2025.