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 Q2	$3.2M	Buy	4,281 +14	+0.3%	+$10.2K	0.5%	37
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 $1.81T 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

Kiley Juergens Wealth Management's SPY Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,281 shares worth $3.2M. The position accounts for 0.5% of the portfolio, ranked #37.

Kiley Juergens Wealth Management first reported a position in SPY in Q4 2017 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kiley Juergens Wealth Management held 4,281 shares of State Street SPDR S&P 500 ETF Trust worth $3.2M as of Q2 2026.
Kiley Juergens Wealth Management bought 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #37 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 6 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.