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

KDK Private 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 Q1	$568K	Buy	874 +79	+10%	+$53.7K	0.52%	34
2025 Q4	$542K	Hold	795	–	–	0.47%	37
2025 Q3	$530K	Buy	795 +77	+11%	+$49.4K	0.54%	32
2025 Q2	$444K	Buy	+718	New	+$410K	0.47%	35

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

KDK Private Wealth Management's SPY Position: Q1 2026 in Review

KDK Private Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q1 2026, buying an estimated $53.7K and bringing the position to 874 shares worth $568K. The position accounts for 0.52% of the portfolio, ranked #34.

KDK Private Wealth Management first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

KDK Private Wealth Management held 874 shares of State Street SPDR S&P 500 ETF Trust worth $568K as of Q1 2026.
KDK Private Wealth Management bought 79 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $53.7K.
State Street SPDR S&P 500 ETF Trust made up 0.52% of KDK Private Wealth Management's portfolio in Q1 2026, its #34 holding.
KDK Private Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.