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

Kerr Financial Planning’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	$444K	Sell	595 -5	-0.8%	-$3.63K	0.5%	44
2026 Q1	$426K	Sell	600 -603	-50%	-$410K	0.3%	43
2025 Q4	$813K	Buy	1,203 +604	+101%	+$408K	1.1%	18
2025 Q3	$403K	Buy	+599	New	+$384K	0.57%	37

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

Kerr Financial Planning's SPY Position: Q2 2026 in Review

Kerr Financial Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.83% in Q2 2026, selling an estimated $3.63K and leaving 595 shares worth $444K. The position accounts for 0.5% of the portfolio, ranked #44.

Kerr Financial Planning first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. The position peaked at $813K in Q4 2025. 4,629 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kerr Financial Planning held 595 shares of State Street SPDR S&P 500 ETF Trust worth $444K as of Q2 2026.
Kerr Financial Planning sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Kerr Financial Planning's portfolio in Q2 2026, its #44 holding.
Kerr Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $813K in Q4 2025.
4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.