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

KFG 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	$775K	Sell	1,038 -38	-4%	-$27.6K	0.09%	104
2026 Q1	$700K	Sell	1,076 -48	-4%	-$32.6K	0.09%	101
2025 Q4	$766K	Sell	1,124 -23	-2%	-$15.5K	0.1%	91
2025 Q3	$764K	Sell	1,147 -1	-0.1%	-$641	0.11%	94
2025 Q2	$709K	Sell	1,148 -68	-6%	-$38.9K	0.11%	97
2025 Q1	$680K	Sell	1,216 -14,572	-92%	-$8.57M	0.12%	96
2024 Q4	$9.25M	Sell	15,788 -1,193	-7%	-$703K	1.73%	14
2024 Q3	$9.74M	Sell	16,981 -991	-6%	-$548K	2.12%	14
2024 Q2	$9.78M	Buy	17,972 +5	+0%	+$2.62K	3.88%	5
2024 Q1	$9.4M	Buy	17,967 +259	+1%	+$129K	3.86%	5
2023 Q4	$8.42M	Sell	17,708 -2,458	-12%	-$1.09M	3.84%	5
2023 Q3	$8.62M	Sell	20,166 -13,726	-40%	-$6.1M	4.68%	4
2023 Q2	$15M	Sell	33,892 -6,041	-15%	-$2.54M	8.78%	2
2023 Q1	$16.5M	Buy	39,933 +13,017	+48%	+$5.19M	11.43%	2
2022 Q4	$10.3M	Buy	+26,916	New	+$10.3M	10.55%	2

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

KFG Wealth Management's SPY Position: Q2 2026 in Review

KFG Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, selling an estimated $27.6K and leaving 1,038 shares worth $775K. The position accounts for 0.09% of the portfolio, ranked #104.

KFG Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.5M in Q1 2023. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

KFG Wealth Management held 1,038 shares of State Street SPDR S&P 500 ETF Trust worth $775K as of Q2 2026.
KFG Wealth Management sold 38 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $27.6K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of KFG Wealth Management's portfolio in Q2 2026, its #104 holding.
KFG Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $16.5M in Q1 2023.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.