KLCM Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
KLCM Advisors's SPY Position: Q1 2026 in Review
KLCM Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.73% in Q1 2026, buying an estimated $145K and bringing the position to 29,379 shares worth $19.1M. The position accounts for 1.61% of the portfolio, ranked #12.
KLCM Advisors first reported a position in SPY in Q1 2016 and has held it in 3 quarters since. The position peaked at $19.9M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- KLCM Advisors held 29,379 shares of State Street SPDR S&P 500 ETF Trust worth $19.1M as of Q1 2026.
- KLCM Advisors bought 214 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $145K.
- State Street SPDR S&P 500 ETF Trust made up 1.61% of KLCM Advisors's portfolio in Q1 2026, its #12 holding.
- KLCM Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 3 quarters since.
- KLCM Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $19.9M in Q4 2025.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.