Kurt F. Somerville’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 | $372K | Buy |
572
+36
| +7% | +$24.5K | 0.1% | 73 |
|
|
2025
Q4 | $366K | Hold |
536
| – | – | 0.06% | 83 |
|
|
2025
Q3 | $357K | Buy |
536
+46
| +9% | +$29.5K | 0.06% | 88 |
|
|
2025
Q2 | $303K | Buy |
490
+40
| +9% | +$22.9K | 0.05% | 95 |
|
|
2025
Q1 | $252K | Sell |
450
-83
| -16% | -$48.8K | 0.04% | 103 |
|
|
2024
Q4 | $312K | Buy |
533
+47
| +10% | +$27.7K | 0.05% | 85 |
|
|
2024
Q3 | $279K | Hold |
486
| – | – | 0.04% | 91 |
|
|
2024
Q2 | $264K | Hold |
486
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $254K | Buy |
+486
| New | +$242K | 0.04% | 95 |
|
|
2023
Q1 | – | Sell |
-540
| Closed | -$207K | – | 108 |
|
|
2022
Q4 | $207K | Sell |
540
-620
| -53% | -$238K | 0.04% | 107 |
|
|
2022
Q3 | $415K | Buy |
1,160
+620
| +115% | +$246K | 0.08% | 86 |
|
|
2022
Q2 | $203K | Hold |
540
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $244K | Hold |
540
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $256K | Buy |
540
+30
| +6% | +$13.8K | 0.04% | 117 |
|
|
2021
Q3 | $219K | Hold |
510
| – | – | 0.03% | 112 |
|
|
2021
Q2 | $218K | Hold |
510
| – | – | 0.03% | 110 |
|
|
2021
Q1 | $202K | Buy |
+510
| New | +$197K | 0.03% | 111 |
|
|
2018
Q4 | – | Sell |
-1,949
| Closed | -$566K | – | 107 |
|
|
2018
Q3 | $566K | Sell |
1,949
-750
| -28% | -$214K | 0.11% | 72 |
|
|
2018
Q2 | $732K | Sell |
2,699
-1,850
| -41% | -$500K | 0.16% | 62 |
|
|
2018
Q1 | $1.2M | Sell |
4,549
-1,990
| -30% | -$543K | 0.26% | 50 |
|
|
2017
Q4 | $1.75M | Sell |
6,539
-3,879
| -37% | -$1.01M | 0.36% | 43 |
|
|
2017
Q3 | $2.62M | Sell |
10,418
-5,400
| -34% | -$1.33M | 0.52% | 38 |
|
|
2017
Q2 | $3.83M | Sell |
15,818
-1,500
| -9% | -$359K | 0.78% | 36 |
|
|
2017
Q1 | $4.08M | Hold |
17,318
| – | – | 0.86% | 35 |
|
|
2016
Q4 | $3.87M | Buy |
17,318
+13,318
| +333% | +$2.91M | 0.86% | 35 |
|
|
2016
Q3 | $865K | Hold |
4,000
| – | – | 0.19% | 64 |
|
|
2016
Q2 | $838K | Hold |
4,000
| – | – | 0.19% | 63 |
|
|
2016
Q1 | $822K | Sell |
4,000
-12,620
| -76% | -$2.46M | 0.19% | 66 |
|
|
2015
Q4 | $3.39M | Buy |
16,620
+8,520
| +105% | +$1.75M | 0.77% | 40 |
|
|
2015
Q3 | $1.55M | Hold |
8,100
| – | – | 0.4% | 47 |
|
|
2015
Q2 | $1.67M | Hold |
8,100
| – | – | 0.39% | 47 |
|
|
2015
Q1 | $1.67M | Hold |
8,100
| – | – | 0.38% | 48 |
|
|
2014
Q4 | $1.67M | Buy |
+8,100
| New | +$1.63M | 0.41% | 50 |
|
Other funds holding SPY
Kurt F. Somerville's SPY Position: Q1 2026 in Review
Kurt F. Somerville increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q1 2026, buying an estimated $24.5K and bringing the position to 572 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #73.
Kurt F. Somerville first reported a position in SPY in Q4 2014 and has held it in 33 quarters since. The position peaked at $4.08M in Q1 2017. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Kurt F. Somerville held 572 shares of State Street SPDR S&P 500 ETF Trust worth $372K as of Q1 2026.
- Kurt F. Somerville bought 36 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $24.5K.
- State Street SPDR S&P 500 ETF Trust made up 0.1% of Kurt F. Somerville's portfolio in Q1 2026, its #73 holding.
- Kurt F. Somerville first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 33 quarters since.
- Kurt F. Somerville's State Street SPDR S&P 500 ETF Trust position peaked at $4.08M in Q1 2017.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.