Kooman & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kooman & Associates’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	–	Sell	-1,286	Closed	-$877K	–	53
2025 Q4	$877K	Buy	+1,286	New	+$869K	0.26%	23
2025 Q1	–	Sell	-2,109	Closed	-$1.24M	–	52
2024 Q4	$1.24M	Buy	+2,109	New	+$1.24M	0.45%	19
2024 Q3	–	Sell	-913	Closed	-$497K	–	47
2024 Q2	$497K	Buy	+913	New	+$478K	0.2%	27
2024 Q1	–	Sell	-2,927	Closed	-$1.39M	–	42
2023 Q4	$1.39M	Buy	+2,927	New	+$1.3M	0.62%	15
2023 Q1	–	Sell	-2,972	Closed	-$1.14M	–	42
2022 Q4	$1.14M	Buy	+2,972	New	+$1.14M	1.12%	14

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kooman & Associates's SPY Position: Q1 2026 in Review

Kooman & Associates sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 1,286 shares — an estimated $877K sold.

Kooman & Associates first reported a position in SPY in Q4 2022 and held it in 5 quarters. The position peaked at $1.39M in Q4 2023. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Kooman & Associates reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Kooman & Associates sold 1,286 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $877K.
Kooman & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 5 quarters.
Kooman & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $1.39M in Q4 2023.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.