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

Kestra Private Wealth Services’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 Q1	$1.95M	Buy	3,000 +2,000	+200%	+$1.36M	0.02%	564
2025 Q4	$682K	Buy	+1,000	New	+$676K	0.01%	1001
2025 Q2	–	Sell	-400	Closed	-$224K	–	1670
2025 Q1	$224K	Buy	+400	New	+$235K	﹤0.01%	1338

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Kestra Private Wealth Services's SPY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q1 2026, buying an estimated $7.15M and bringing the position to 122,932 shares worth $79.9M. The position accounts for 0.99% of the portfolio, ranked #10.

Kestra Private Wealth 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 Private Wealth Services held 122,932 shares of State Street SPDR S&P 500 ETF Trust worth $79.9M as of Q1 2026.
Kestra Private Wealth Services bought 10,514 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.15M.
State Street SPDR S&P 500 ETF Trust made up 0.99% of Kestra Private Wealth Services's portfolio in Q1 2026, its #10 holding.
Kestra Private Wealth 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 Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.