KKM Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

KKM Financial’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	$6.42M	Hold	9,409	–	–	1.14%	27
2025 Q4	$6.42M	Sell	9,409 -82	-0.9%	-$55.4K	1.14%	27
2025 Q3	$6.32M	Sell	9,491 -6,270	-40%	-$4.02M	1.99%	7
2025 Q2	$9.75M	Buy	15,761 +1,468	+10%	+$839K	3.39%	2
2025 Q1	$8M	Buy	14,293 +2,897	+25%	+$1.7M	3.38%	4
2024 Q4	$6.7M	Buy	11,396 +2,044	+22%	+$1.2M	2.79%	4
2024 Q3	$5.37M	Sell	9,352 -1,082	-10%	-$598K	2.65%	3
2024 Q2	$5.57M	Sell	10,434 -5	-0%	-$2.62K	2.64%	4
2024 Q1	$5.46M	Sell	10,439 -479	-4%	-$238K	2.66%	3
2023 Q4	$5.19M	Buy	+10,918	New	+$4.86M	3.27%	2

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

KKM Financial's SPY Position: Q1 2026 in Review

KKM Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 9,409 shares worth $6.42M. The position accounts for 1.14% of the portfolio, ranked #27.

KKM Financial first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.75M in Q2 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

KKM Financial held 9,409 shares of State Street SPDR S&P 500 ETF Trust worth $6.42M as of Q1 2026.
KKM Financial left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.14% of KKM Financial's portfolio in Q1 2026, its #27 holding.
KKM Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
KKM Financial's State Street SPDR S&P 500 ETF Trust position peaked at $9.75M in Q2 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.