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

King Wealth Management 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
2021 Q4	–	Sell	-500	Closed	-$5K	–	186
2021 Q3	$5K	Sell	500 -500	-50%	-$221K	﹤0.01%	173
2021 Q2	$7K	Buy	+1,000	New	+$417K	﹤0.01%	172

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

King Wealth Management Group's SPY Position: Q2 2026 in Review

King Wealth Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.98% in Q2 2026, selling an estimated $577K and leaving 80,417 shares worth $60.1M. The position accounts for 6.57% of the portfolio, ranked #3.

King Wealth Management Group first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

King Wealth Management Group held 80,417 shares of State Street SPDR S&P 500 ETF Trust worth $60.1M as of Q2 2026.
King Wealth Management Group sold 796 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $577K.
State Street SPDR S&P 500 ETF Trust made up 6.57% of King Wealth Management Group's portfolio in Q2 2026, its #3 holding.
King Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.