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Kesler Norman & Wride’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kesler Norman & Wride’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 		$10M Buy
13,417
+66
+0.5% +$47.9K 1.59% 10
2026
Q1 		$8.68M Sell
13,351
-5,257
-28% -$3.57M 1.5% 13
2025
Q4 		$12.7M Sell
18,608
-10,524
-36% -$7.11M 2.18% 4
2025
Q3 		$17.1M Sell
29,132
-49
-0.2% -$31.4K 3.35% 3
2025
Q2 		$18M Sell
29,181
-328
-1% -$187K 3.2% 3
2025
Q1 		$16.5M Buy
29,509
+377
+1% +$222K 3.14% 2
2024
Q4 		$17.1M Buy
29,132
+638
+2% +$376K 3.69% 2
2024
Q3 		$16.3M Buy
28,494
+294
+1% +$163K 3.21% 3
2024
Q2 		$15.3M Sell
28,200
-878
-3% -$460K 3.26% 4
2024
Q1 		$15.2M Buy
29,078
+172
+0.6% +$85.6K 3.23% 3
2023
Q4 		$13.7M Buy
28,906
+10,822
+60% +$4.82M 3.15% 2
2023
Q3 		$7.73M Buy
18,084
+383
+2% +$170K 1.94% 9
2023
Q2 		$7.85M Buy
17,701
+796
+5% +$334K 1.9% 10
2023
Q1 		$6.92M Sell
16,905
-3,778
-18% -$1.51M 1.74% 13
2022
Q4 		$7.91M Buy
20,683
+18,809
+1,004% +$7.23M 2.04% 7
2022
Q3 		$669K Buy
1,874
+796
+74% +$316K 0.19% 122
2022
Q2 		$406K Sell
1,078
-17
-2% -$6.96K 0.11% 127
2022
Q1 		$495K Sell
1,095
-13
-1% -$5.79K 0.11% 123
2021
Q4 		$526K Sell
1,108
-1
-0.1% -$459 0.11% 126
2021
Q3 		$476K Buy
1,109
+2
+0.2% +$882 0.11% 129
2021
Q2 		$486K Sell
1,107
-26
-2% -$10.9K 0.11% 130
2021
Q1 		$449K Sell
1,133
-89
-7% -$34.3K 0.11% 129
2020
Q4 		$457K Buy
+1,222
New +$434K 0.13% 123

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kesler Norman & Wride's SPY Position: Q2 2026 in Review

Kesler Norman & Wride increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.49% in Q2 2026, buying an estimated $47.9K and bringing the position to 13,417 shares worth $10M. The position accounts for 1.59% of the portfolio, ranked #10.

Kesler Norman & Wride first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $18M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Kesler Norman & Wride held 13,417 shares of State Street SPDR S&P 500 ETF Trust worth $10M as of Q2 2026.
  • Kesler Norman & Wride bought 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.59% of Kesler Norman & Wride's portfolio in Q2 2026, its #10 holding.
  • Kesler Norman & Wride first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's State Street SPDR S&P 500 ETF Trust position peaked at $18M in Q2 2025.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.