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

Kaufman Rossin Wealth’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	$334K	Buy	444 +25	+6%	+$18.1K	0.16%	72
2026 Q1	$273K	Hold	419	–	–	0.16%	79
2025 Q4	$286K	Buy	419 +48	+13%	+$32.4K	0.15%	111
2025 Q3	$247K	Buy	+371	New	+$238K	0.14%	116

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Kaufman Rossin Wealth's SPY Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q2 2026, buying an estimated $18.1K and bringing the position to 444 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #72.

Kaufman Rossin Wealth first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kaufman Rossin Wealth held 444 shares of State Street SPDR S&P 500 ETF Trust worth $334K as of Q2 2026.
Kaufman Rossin Wealth bought 25 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #72 holding.
Kaufman Rossin Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.