KPP Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

KPP Advisory Services’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	$1.42M	Sell	1,898 -225	-11%	-$163K	0.18%	114
2026 Q1	$1.38M	Sell	2,123 -354	-14%	-$241K	0.2%	109
2025 Q4	$1.69M	Sell	2,477 -4,969	-67%	-$3.36M	0.25%	93
2025 Q3	$4.96M	Buy	7,446 +1,389	+23%	+$890K	0.73%	30
2025 Q2	$3.74M	Sell	6,057 -232	-4%	-$133K	0.62%	38
2025 Q1	$3.52M	Buy	6,289 +4,426	+238%	+$2.6M	0.67%	38
2024 Q4	$1.09M	Buy	1,863 +10	+0.5%	+$5.89K	0.26%	87
2024 Q3	$1.06M	Buy	1,853 +281	+18%	+$155K	0.26%	84
2024 Q2	$856K	Sell	1,572 -239	-13%	-$125K	0.23%	92
2024 Q1	$947K	Buy	+1,811	New	+$902K	0.26%	81
2023 Q4	–	Sell	-1,428	Closed	-$610K	–	204
2023 Q3	$610K	Buy	+1,428	New	+$635K	0.2%	95

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

KPP Advisory Services's SPY Position: Q2 2026 in Review

KPP Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $163K and leaving 1,898 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #114.

KPP Advisory Services first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

KPP Advisory Services held 1,898 shares of State Street SPDR S&P 500 ETF Trust worth $1.42M as of Q2 2026.
KPP Advisory Services sold 225 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $163K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of KPP Advisory Services's portfolio in Q2 2026, its #114 holding.
KPP Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $4.96M in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.