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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,500
Closed -$1.7M 1096
2025
Q4
$1.7M Buy
+2,500
New +$1.69M 0.08% 237
2017
Q4
Sell
-5,414
Closed -$633K 498
2017
Q3
$633K Buy
+5,414
New +$1.33M 0.21% 120

Other funds holding SPY

Kovack Advisors's SPY Position: Q2 2026 in Review

Kovack Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 62,066 shares worth $46.3M. The position accounts for 2.23% of the portfolio, ranked #5.

Kovack Advisors first reported a position in SPY in Q1 2014 and has held it in 50 quarters since. The position peaked at $47.3M in Q4 2025. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Kovack Advisors held 62,066 shares of State Street SPDR S&P 500 ETF Trust worth $46.3M as of Q2 2026.
  • Kovack Advisors bought 1,749 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.27M.
  • State Street SPDR S&P 500 ETF Trust made up 2.23% of Kovack Advisors's portfolio in Q2 2026, its #5 holding.
  • Kovack Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 50 quarters since.
  • Kovack Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $47.3M in Q4 2025.
  • 4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.