Kennedy Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kennedy Investment Group’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	$825K	Sell	1,104 -17	-2%	-$12.3K	0.28%	81
2026 Q1	$729K	Sell	1,121 -8	-0.7%	-$5.44K	0.29%	79
2025 Q4	$770K	Buy	1,129 +120	+12%	+$81.1K	0.29%	75
2025 Q3	$672K	Buy	1,009 +7	+0.7%	+$4.49K	0.27%	79
2025 Q2	$619K	Buy	1,002 +24	+2%	+$13.7K	0.26%	82
2025 Q1	$547K	Buy	978 +530	+118%	+$312K	0.25%	86
2024 Q4	$263K	Sell	448 -13	-3%	-$7.66K	0.12%	109
2024 Q3	$265K	Buy	461 +11	+2%	+$6.08K	0.12%	111
2024 Q2	$245K	Sell	450 -11	-2%	-$5.76K	0.12%	108
2024 Q1	$241K	Buy	461 +2	+0.4%	+$996	0.13%	111
2023 Q4	$218K	Buy	+459	New	+$204K	0.12%	112
2023 Q3	–	Sell	-453	Closed	-$201K	–	120
2023 Q2	$201K	Buy	+453	New	+$190K	0.12%	111

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kennedy Investment Group's SPY Position: Q2 2026 in Review

Kennedy Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, selling an estimated $12.3K and leaving 1,104 shares worth $825K. The position accounts for 0.28% of the portfolio, ranked #81.

Kennedy Investment Group first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kennedy Investment Group held 1,104 shares of State Street SPDR S&P 500 ETF Trust worth $825K as of Q2 2026.
Kennedy Investment Group sold 17 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $12.3K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Kennedy Investment Group's portfolio in Q2 2026, its #81 holding.
Kennedy Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.