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

KFA Private Wealth 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
2026
Q3 		$6.73M Sell
8,828
-34
-0.4% -$25.8K 1.58% 15
2026
Q2 		$6.62M Sell
8,862
-2,982
-25% -$2.16M 1.59% 14
2026
Q1 		$7.7M Sell
11,844
-243
-2% -$165K 1.85% 16
2025
Q4 		$8.24M Buy
12,087
+410
+4% +$277K 2% 13
2025
Q3 		$7.78M Sell
11,677
-251
-2% -$161K 2.22% 13
2025
Q2 		$7.37M Sell
11,928
-57
-0.5% -$32.6K 2.28% 13
2025
Q1 		$6.7M Buy
11,985
+5,483
+84% +$3.22M 2.35% 14
2024
Q4 		$3.81M Buy
6,502
+1,380
+27% +$813K 1.6% 15
2024
Q3 		$2.94M Sell
5,122
-47
-0.9% -$26K 1.4% 17
2024
Q2 		$2.81M Buy
5,169
+156
+3% +$81.6K 1.46% 17
2024
Q1 		$2.62M Buy
5,013
+345
+7% +$172K 0.81% 24
2023
Q4 		$2.22M Buy
4,668
+83
+2% +$37K 0.8% 21
2023
Q3 		$1.96M Buy
4,585
+219
+5% +$97.4K 0.81% 20
2023
Q2 		$1.94M Buy
4,366
+108
+3% +$45.3K 0.8% 21
2023
Q1 		$1.74M Sell
4,258
-11
-0.3% -$4.39K 0.79% 20
2022
Q4 		$1.63M Sell
4,269
-274
-6% -$105K 0.83% 19
2022
Q3 		$1.62M Buy
4,543
+57
+1% +$22.6K 0.86% 20
2022
Q2 		$1.69M Buy
4,486
+842
+23% +$345K 0.94% 20
2022
Q1 		$1.65M Sell
3,644
-359
-9% -$160K 0.83% 21
2021
Q4 		$1.9M Sell
4,003
-17
-0.4% -$7.8K 0.95% 19
2021
Q3 		$1.72M Buy
4,020
+6
+0.1% +$2.65K 0.94% 19
2021
Q2 		$1.72M Sell
4,014
-417
-9% -$174K 0.94% 19
2021
Q1 		$1.76M Buy
4,431
+84
+2% +$32.4K 1.02% 19
2020
Q4 		$1.62M Buy
4,347
+200
+5% +$71K 1.03% 19
2020
Q3 		$1.39M Buy
4,147
+907
+28% +$301K 1.04% 18
2020
Q2 		$999K Sell
3,240
-700
-18% -$205K 0.96% 18
2020
Q1 		$1.02M Sell
3,940
-317
-7% -$96.7K 1.2% 14
2019
Q4 		$1.37M Buy
+4,257
New +$1.31M 1.26% 13

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

KFA Private Wealth Group's SPY Position: Q3 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.38% in Q3 2026, selling an estimated $25.8K and leaving 8,828 shares worth $6.73M. The position accounts for 1.58% of the portfolio, ranked #15.

KFA Private Wealth Group first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.24M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • KFA Private Wealth Group held 8,828 shares of State Street SPDR S&P 500 ETF Trust worth $6.73M as of Q3 2026.
  • KFA Private Wealth Group sold 34 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $25.8K.
  • State Street SPDR S&P 500 ETF Trust made up 1.58% of KFA Private Wealth Group's portfolio in Q3 2026, its #15 holding.
  • KFA Private Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.24M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.