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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's SPY Position: Q1 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, selling an estimated $960K and leaving 51,906 shares worth $33.8M. The position accounts for 0.46% of the portfolio, ranked #38.

Kingsview Wealth Management first reported a position in SPY in Q1 2017 and has held it in 37 quarters since. The position peaked at $36.4M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Kingsview Wealth Management held 51,906 shares of State Street SPDR S&P 500 ETF Trust worth $33.8M as of Q1 2026.
Kingsview Wealth Management sold 1,412 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $960K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of Kingsview Wealth Management's portfolio in Q1 2026, its #38 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 37 quarters since.
Kingsview Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $36.4M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.