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

Kiley Juergens 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 Q1	$2.78M	Buy	+4,267	New	+$2.9M	0.49%	41
2018 Q4	–	Sell	-2,760	Closed	-$802K	–	552
2018 Q3	$802K	Buy	2,760 +22	+0.8%	+$6.26K	0.6%	34
2018 Q2	$742K	Buy	2,738 +61	+2%	+$16.5K	0.66%	33
2018 Q1	$704K	Buy	2,677 +156	+6%	+$42.6K	0.76%	33
2017 Q4	$672K	Buy	+2,521	New	+$656K	0.6%	36

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

Kiley Juergens Wealth Management's SPY Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 4,267 shares worth $2.78M. The stake represents 0.49% of the portfolio and ranks #41 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in SPY as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in SPY in Q4 2017 and has held it in 5 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Kiley Juergens Wealth Management held 4,267 shares of State Street SPDR S&P 500 ETF Trust worth $2.78M as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Kiley Juergens Wealth Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #41 holding.
Kiley Juergens Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 5 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.