M. Kraus & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

M. Kraus & Co’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 Q3	$1.78M	Sell	2,340 -13	-0.6%	-$9.9K	0.48%	37
2026 Q2	$1.76M	Buy	2,353 +1,477	+169%	+$1.07M	0.47%	36
2026 Q1	$570K	Buy	876 +450	+106%	+$306K	0.17%	52
2025 Q4	$290K	Hold	426	–	–	0.08%	73
2025 Q3	$284K	Sell	426 -560	-57%	-$359K	0.08%	72
2025 Q2	$609K	Buy	986 +195	+25%	+$111K	0.18%	52
2025 Q1	$442K	Buy	791 +365	+86%	+$215K	0.13%	59
2024 Q4	$250K	Hold	426	–	–	0.07%	71
2024 Q3	$244K	Hold	426	–	–	0.07%	72
2024 Q2	$232K	Hold	426	–	–	0.07%	72
2024 Q1	$223K	Hold	426	–	–	0.07%	77
2023 Q4	$202K	Buy	+426	New	+$190K	0.07%	78
2020 Q4	–	Sell	-609	Closed	-$204K	–	65
2020 Q3	$204K	Buy	+609	New	+$202K	0.1%	54
2018 Q1	–	Sell	-792	Closed	-$211K	–	46
2017 Q4	$211K	Sell	792 -50	-6%	-$13K	0.13%	46
2017 Q3	$212K	Hold	842	–	–	0.13%	48
2017 Q2	$204K	Buy	+842	New	+$202K	0.13%	49
2017 Q1	–	Sell	-931	Closed	-$208K	–	50
2016 Q4	$208K	Hold	931	–	–	0.14%	48
2016 Q3	$201K	Buy	+931	New	+$201K	0.14%	50

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

M. Kraus & Co's SPY Position: Q3 2026 in Review

M. Kraus & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.55% in Q3 2026, selling an estimated $9.9K and leaving 2,340 shares worth $1.78M. The position accounts for 0.48% of the portfolio, ranked #37.

M. Kraus & Co first reported a position in SPY in Q3 2016 and has held it in 18 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

M. Kraus & Co held 2,340 shares of State Street SPDR S&P 500 ETF Trust worth $1.78M as of Q3 2026.
M. Kraus & Co sold 13 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.9K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of M. Kraus & Co's portfolio in Q3 2026, its #37 holding.
M. Kraus & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and has held it in 18 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on M. Kraus & Co's 13F filing for Q3 2026, filed 20 Oct 2026.