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 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	$1.73M	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	$1.63M	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	$1.01M	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

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

KFA Private Wealth Group's SPY Position: Q1 2026 in Review

KFA Private Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q1 2026, selling an estimated $165K and leaving 11,844 shares worth $7.7M. The position accounts for 1.85% of the portfolio, ranked #16.

KFA Private Wealth Group first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.24M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

KFA Private Wealth Group held 11,844 shares of State Street SPDR S&P 500 ETF Trust worth $7.7M as of Q1 2026.
KFA Private Wealth Group sold 243 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $165K.
State Street SPDR S&P 500 ETF Trust made up 1.85% of KFA Private Wealth Group's portfolio in Q1 2026, its #16 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 26 quarters since.
KFA Private Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.24M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.