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

Kingswood Wealth Advisors’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	$63.4M	Buy	84,867 +1,911	+2%	+$1.39M	2.56%	2
2026 Q1	$53.9M	Sell	82,956 -4,336	-5%	-$2.95M	2.56%	2
2025 Q4	$59.5M	Buy	87,292 +8,920	+11%	+$6.03M	2.88%	2
2025 Q3	$52.2M	Buy	78,372 +5,230	+7%	+$3.35M	3.16%	2
2025 Q2	$45.2M	Buy	73,142 +17,284	+31%	+$9.88M	3.57%	1
2025 Q1	$31.3M	Sell	55,858 -24,805	-31%	-$14.6M	2.86%	3
2024 Q4	$47.3M	Buy	80,663 +43,587	+118%	+$25.7M	3.55%	3
2024 Q3	$21.2M	Sell	37,076 -22,543	-38%	-$12.5M	1.52%	5
2024 Q2	$32.4M	Buy	59,619 +21,672	+57%	+$11.3M	2.92%	4
2024 Q1	$19.8M	Sell	37,947 -20,915	-36%	-$10.4M	2.29%	5
2023 Q4	$28M	Buy	58,862 +46,276	+368%	+$20.6M	3.17%	3
2023 Q3	$11.9M	Sell	12,586 -6,680	-35%	-$2.97M	2.03%	5
2023 Q2	$8.54M	Buy	+19,266	New	+$8.09M	2.72%	4

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Kingswood Wealth Advisors's SPY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, buying an estimated $1.39M and bringing the position to 84,867 shares worth $63.4M. The position accounts for 2.56% of the portfolio, ranked #2.

Kingswood Wealth Advisors first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 1,727 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kingswood Wealth Advisors held 84,867 shares of State Street SPDR S&P 500 ETF Trust worth $63.4M as of Q2 2026.
Kingswood Wealth Advisors bought 1,911 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.39M.
State Street SPDR S&P 500 ETF Trust made up 2.56% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,727 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.