Kuhn & Co Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kuhn & Co Investment Counsel’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	$756K	Buy	1,162 +12	+1%	+$8.16K	0.49%	61
2025 Q4	$784K	Sell	1,150 -951	-45%	-$643K	0.52%	54
2025 Q3	$1.4M	Sell	2,101 -465	-18%	-$298K	1.11%	27
2025 Q2	$1.59M	Buy	2,566 +26	+1%	+$14.9K	1.2%	24
2025 Q1	$1.42M	Buy	2,540 +286	+13%	+$168K	1.2%	22
2024 Q4	$1.32M	Buy	2,254 +9	+0.4%	+$5.3K	1.12%	27
2024 Q3	$1.29M	Sell	2,245 -21	-0.9%	-$11.6K	1.1%	25
2024 Q2	$1.23M	Buy	2,266 +4	+0.2%	+$2.09K	1.11%	26
2024 Q1	$1.18M	Sell	2,262 -85	-4%	-$42.3K	1.11%	27
2023 Q4	$1.12M	Buy	+2,347	New	+$1.05M	1.14%	26

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kuhn & Co Investment Counsel's SPY Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, buying an estimated $8.16K and bringing the position to 1,162 shares worth $756K. The position accounts for 0.49% of the portfolio, ranked #61.

Kuhn & Co Investment Counsel first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Kuhn & Co Investment Counsel held 1,162 shares of State Street SPDR S&P 500 ETF Trust worth $756K as of Q1 2026.
Kuhn & Co Investment Counsel bought 12 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.16K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #61 holding.
Kuhn & Co Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $1.59M in Q2 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.