Kerusso Capital Management
SPY icon

Kerusso Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kerusso Capital 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
Q3 		$6.19M Hold
8,116
– – 2.02% 17
2026
Q2 		$6.06M Buy
+8,116
New +$5.88M 2.21% 13

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Bank of Montreal
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kerusso Capital Management's SPY Position: Q3 2026 in Review

Kerusso Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 8,116 shares worth $6.19M. The position accounts for 2.02% of the portfolio, ranked #17.

Kerusso Capital Management first reported a position in SPY in Q2 2026 and has held it in 2 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Kerusso Capital Management held 8,116 shares of State Street SPDR S&P 500 ETF Trust worth $6.19M as of Q3 2026.
  • Kerusso Capital Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 2.02% of Kerusso Capital Management's portfolio in Q3 2026, its #17 holding.
  • Kerusso Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2026 and has held it in 2 quarters since.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Kerusso Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.