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 Q2	$4.89M	Sell	6,553 -2,856	-30%	-$2.07M	0.67%	62
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 $1.81T 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

KKM Financial's SPY Position: Q2 2026 in Review

KKM Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q2 2026, selling an estimated $2.07M and leaving 6,553 shares worth $4.89M. The position accounts for 0.67% of the portfolio, ranked #62.

KKM Financial first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.75M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

KKM Financial held 6,553 shares of State Street SPDR S&P 500 ETF Trust worth $4.89M as of Q2 2026.
KKM Financial sold 2,856 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.07M.
State Street SPDR S&P 500 ETF Trust made up 0.67% of KKM Financial's portfolio in Q2 2026, its #62 holding.
KKM Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
KKM Financial's State Street SPDR S&P 500 ETF Trust position peaked at $9.75M in Q2 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.