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	$650K	Buy	+1,000	New	+$680K	0.01%	813
2021 Q4	–	Sell	-1,700	Closed	-$17K	–	1038
2021 Q3	$17K	Sell	1,700 -1,600	-48%	-$706K	﹤0.01%	839
2021 Q2	$9K	Buy	+3,300	New	+$1.38M	﹤0.01%	864
2020 Q4	–	Sell	-800	Closed	-$9K	–	780
2020 Q3	$9K	Sell	800 -2,300	-74%	-$762K	﹤0.01%	606
2020 Q2	$10K	Buy	3,100 +2,500	+417%	+$732K	﹤0.01%	570
2020 Q1	$2K	Buy	+600	New	+$183K	﹤0.01%	487
2019 Q3	–	Sell	-5,100	Closed	-$5K	–	482
2019 Q2	$5K	Buy	5,100 +3,000	+143%	+$864K	﹤0.01%	420
2019 Q1	$1K	Buy	2,100 +800	+62%	+$217K	﹤0.01%	481
2018 Q4	$12K	Buy	+1,300	New	+$351K	﹤0.01%	353
2018 Q3	–	Sell	-2,200	Closed	-$7K	–	450
2018 Q2	$7K	Buy	+2,200	New	+$594K	﹤0.01%	325
2018 Q1	–	Sell	-3,700	Closed	-$2K	–	421
2017 Q4	$2K	Sell	3,700 -2,500	-40%	-$650K	﹤0.01%	367
2017 Q3	$7K	Sell	6,200 -4,200	-40%	-$1.04M	﹤0.01%	295
2017 Q2	$5K	Sell	10,400 -100	-1%	-$24K	﹤0.01%	291
2017 Q1	$9K	Buy	+10,500	New	+$2.44M	0.01%	249

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.