Kestra Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-18,500
Closed -$12.6M 4254
2025
Q4
$12.6M Buy
+18,500
New +$12.5M 0.05% 356
2025
Q2
Sell
-12,500
Closed -$11.9K 2974
2025
Q1
$11.9K Buy
+12,500
New +$7.35M ﹤0.01% 2704

Other funds holding SPY

Kestra Advisory Services's SPY Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.3% in Q1 2026, buying an estimated $28.8M and bringing the position to 550,433 shares worth $358M. The position accounts for 1.35% of the portfolio, ranked #7.

Kestra Advisory Services first reported a position in SPY in Q3 2020 and has held it in 23 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Kestra Advisory Services held 550,433 shares of State Street SPDR S&P 500 ETF Trust worth $358M as of Q1 2026.
  • Kestra Advisory Services bought 42,356 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $28.8M.
  • State Street SPDR S&P 500 ETF Trust made up 1.35% of Kestra Advisory Services's portfolio in Q1 2026, its #7 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 23 quarters since.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.