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

Kingsman 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	$554K	Sell	742 -6	-0.8%	-$4.35K	0.26%	48
2026 Q1	$486K	Sell	748 -102	-12%	-$69.3K	0.27%	43
2025 Q4	$579K	Buy	850 +21	+3%	+$14.2K	0.31%	38
2025 Q3	$552K	Buy	829 +9	+1%	+$5.77K	0.31%	41
2025 Q2	$506K	Sell	820 -16	-2%	-$9.15K	0.32%	38
2025 Q1	$467K	Buy	+836	New	+$491K	0.34%	38

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Kingsman Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.8% in Q2 2026, selling an estimated $4.35K and leaving 742 shares worth $554K. The position accounts for 0.26% of the portfolio, ranked #48.

Kingsman Wealth Management first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $579K in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kingsman Wealth Management held 742 shares of State Street SPDR S&P 500 ETF Trust worth $554K as of Q2 2026.
Kingsman Wealth Management sold 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Kingsman Wealth Management's portfolio in Q2 2026, its #48 holding.
Kingsman Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $579K in Q4 2025.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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