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 Q2	$868K	Buy	1,163 +1	+0.1%	+$725	0.5%	58
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 $1.81T 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

Kuhn & Co Investment Counsel's SPY Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q2 2026, buying an estimated $725 and bringing the position to 1,163 shares worth $868K. The position accounts for 0.5% of the portfolio, ranked #58.

Kuhn & Co Investment Counsel first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q2 2025. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kuhn & Co Investment Counsel held 1,163 shares of State Street SPDR S&P 500 ETF Trust worth $868K as of Q2 2026.
Kuhn & Co Investment Counsel bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #58 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 11 quarters since.
Kuhn & Co Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $1.59M in Q2 2025.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.