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

Kessler 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
2025 Q3	–	Sell	-3	Closed	-$1.85K	–	189
2025 Q2	$1.85K	Hold	3	–	–	﹤0.01%	181
2025 Q1	$1.68K	Hold	3	–	–	﹤0.01%	183
2024 Q4	$1.76K	Sell	3 -70	-96%	-$41.2K	﹤0.01%	150
2024 Q3	$41.9K	Hold	73	–	–	0.02%	103
2024 Q2	$39.7K	Buy	73 +3	+4%	+$1.57K	0.02%	100
2024 Q1	$36.6K	Buy	+70	New	+$34.9K	0.02%	93
2023 Q1	–	Sell	-4	Closed	-$2K	–	183
2022 Q4	$2K	Buy	+4	New	+$1.54K	﹤0.01%	139
2021 Q3	–	Sell	-162	Closed	-$70K	–	157
2021 Q2	$70K	Buy	+162	New	+$67.6K	0.06%	72
2020 Q3	–	Sell	-370	Closed	-$114K	–	122
2020 Q2	$114K	Sell	370 -240	-39%	-$70.2K	0.14%	41
2020 Q1	$157K	Buy	+610	New	+$186K	0.21%	40

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kessler Investment Group's SPY Position: Q3 2025 in Review

Kessler Investment Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 3 shares — an estimated $1.85K sold.

Kessler Investment Group first reported a position in SPY in Q1 2020 and held it in 10 quarters. The position peaked at $157K in Q1 2020. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Kessler Investment Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Kessler Investment Group sold 3 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $1.85K.
Kessler Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 10 quarters.
Kessler Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $157K in Q1 2020.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.