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

Kingsview 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	–	Sell	-100	Closed	-$65K	–	1506
2026 Q1	$65K	Buy	+100	New	+$68K	﹤0.01%	1304
2022 Q3	–	Sell	-6,500	Closed	-$329K	–	880
2022 Q2	$329K	Buy	+6,500	New	+$2.66M	0.02%	637
2020 Q4	–	Sell	-900	Closed	-$4K	–	779
2020 Q3	$4K	Buy	900 +700	+350%	+$232K	﹤0.01%	613
2020 Q2	$3K	Sell	200 -1,300	-87%	-$381K	﹤0.01%	581
2020 Q1	$42K	Buy	+1,500	New	+$458K	0.01%	455
2019 Q3	–	Sell	-300	Closed	-$1K	–	481
2019 Q2	$1K	Buy	+300	New	+$86.4K	﹤0.01%	449
2019 Q1	–	Sell	-5,300	Closed	-$31K	–	517
2018 Q4	$31K	Buy	+5,300	New	+$1.43M	0.01%	347
2018 Q3	–	Sell	-400	Closed	-$1K	–	449
2018 Q2	$1K	Sell	400 -1,200	-75%	-$324K	﹤0.01%	376
2018 Q1	$1K	Sell	1,600 -400	-20%	-$109K	﹤0.01%	360
2017 Q4	$4K	Sell	2,000 -2,000	-50%	-$520K	﹤0.01%	346
2017 Q3	$3K	Buy	4,000 +800	+25%	+$197K	﹤0.01%	319
2017 Q2	$1K	Sell	3,200 -3,800	-54%	-$911K	﹤0.01%	344
2017 Q1	$8K	Buy	+7,000	New	+$1.63M	﹤0.01%	250

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

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

Kingsview Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q2 2026, selling an estimated $5.41M and leaving 44,450 shares worth $33.2M. The position accounts for 0.4% of the portfolio, ranked #43.

Kingsview Wealth Management first reported a position in SPY in Q1 2017 and has held it in 38 quarters since. The position peaked at $36.4M in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kingsview Wealth Management held 44,450 shares of State Street SPDR S&P 500 ETF Trust worth $33.2M as of Q2 2026.
Kingsview Wealth Management sold 7,456 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.41M.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Kingsview Wealth Management's portfolio in Q2 2026, its #43 holding.
Kingsview Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $36.4M in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.