Keudell/Morrison Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keudell/Morrison Wealth 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 Q2	$887K	Buy	1,187 +15	+1%	+$10.9K	0.17%	88
2026 Q1	$762K	Hold	1,172	–	–	0.16%	92
2025 Q4	$799K	Buy	+1,172	New	+$792K	0.17%	89
2025 Q2	$629K	Buy	1,017 +37	+4%	+$21.2K	0.14%	102
2025 Q1	$548K	Buy	980 +18	+2%	+$10.6K	0.13%	102
2024 Q4	$564K	Buy	962 +82	+9%	+$48.3K	0.15%	97
2024 Q3	$505K	Buy	880 +25	+3%	+$13.8K	0.14%	114
2024 Q2	$465K	Buy	855 +190	+29%	+$99.4K	0.14%	119
2024 Q1	$348K	Buy	+665	New	+$331K	0.11%	145
2023 Q1	–	Sell	-594	Closed	-$227K	–	193
2022 Q4	$227K	Buy	+594	New	+$228K	0.07%	167
2020 Q2	–	Sell	-1,415	Closed	-$365K	–	149
2020 Q1	$365K	Buy	+1,415	New	+$432K	0.36%	94

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keudell/Morrison Wealth Management's SPY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,187 shares worth $887K. The position accounts for 0.17% of the portfolio, ranked #88.

Keudell/Morrison Wealth Management first reported a position in SPY in Q1 2020 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Keudell/Morrison Wealth Management held 1,187 shares of State Street SPDR S&P 500 ETF Trust worth $887K as of Q2 2026.
Keudell/Morrison Wealth Management bought 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #88 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 11 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.