KFG
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Kingdom Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kingdom Financial 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 		$136K Buy
209
+31
+17% +$21.1K 0.04% 184
2025
Q4 		$121K Buy
+178
New +$120K 0.04% 188
2025
Q3 		– Sell
-454
Closed -$280K – 86
2025
Q2 		$280K Buy
+454
New +$260K 0.25% 42

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingdom Financial Group's SPY Position: Q1 2026 in Review

Kingdom Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $21.1K and bringing the position to 209 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #184.

Kingdom Financial Group first reported a position in SPY in Q2 2025 and has held it in 3 quarters since. The position peaked at $280K in Q2 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Kingdom Financial Group held 209 shares of State Street SPDR S&P 500 ETF Trust worth $136K as of Q1 2026.
  • Kingdom Financial Group bought 31 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $21.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.04% of Kingdom Financial Group's portfolio in Q1 2026, its #184 holding.
  • Kingdom Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $280K in Q2 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.