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

M. Kulyk & Associates’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	$622K	Sell	956 -50	-5%	-$34K	0.12%	67
2025 Q4	$686K	Buy	1,006 +1	+0.1%	+$676	0.13%	61
2025 Q3	$670K	Buy	1,005 +16	+2%	+$10.3K	0.14%	60
2025 Q2	$611K	Sell	989 -145	-13%	-$82.9K	0.13%	64
2025 Q1	$634K	Sell	1,134 -141	-11%	-$82.9K	0.15%	64
2024 Q4	$747K	Buy	1,275 +338	+36%	+$199K	0.16%	61
2024 Q3	$538K	Sell	937 -10	-1%	-$5.53K	0.11%	68
2024 Q2	$515K	Sell	947 -3	-0.3%	-$1.57K	0.12%	67
2024 Q1	$497K	Buy	950 +10	+1%	+$4.98K	0.12%	69
2023 Q4	$447K	Buy	940 +94	+11%	+$41.9K	0.1%	74
2023 Q3	$362K	Sell	846 -17	-2%	-$7.56K	0.1%	77
2023 Q2	$383K	Hold	863	–	–	0.11%	82
2023 Q1	$353K	Buy	863 +117	+16%	+$46.7K	0.11%	78
2022 Q4	$285K	Buy	746 +124	+20%	+$47.7K	0.1%	84
2022 Q3	$222K	Hold	622	–	–	0.08%	94
2022 Q2	$235K	Hold	622	–	–	0.07%	88
2022 Q1	$281K	Hold	622	–	–	0.08%	86
2021 Q4	$295K	Buy	+622	New	+$286K	0.08%	81

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

M. Kulyk & Associates's SPY Position: Q1 2026 in Review

M. Kulyk & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q1 2026, selling an estimated $34K and leaving 956 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #67.

M. Kulyk & Associates first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $747K in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

M. Kulyk & Associates held 956 shares of State Street SPDR S&P 500 ETF Trust worth $622K as of Q1 2026.
M. Kulyk & Associates sold 50 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of M. Kulyk & Associates's portfolio in Q1 2026, its #67 holding.
M. Kulyk & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
M. Kulyk & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $747K in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.