PKS Advisory Services’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
$28.9M Buy
44,295
+2,433
+6% +$1.65M 6.72% 2
2025
Q4
$28.5M Sell
41,862
-104
-0.2% -$70.3K 6.51% 3
2025
Q3
$28M Buy
41,966
+34
+0.1% +$21.8K 5.84% 4
2025
Q2
$25.3M Buy
41,932
+37,760
+905% +$21.6M 6.23% 3
2025
Q1
$23.4M Sell
4,172
-32,908
-89% -$19.3M 6.4% 2
2024
Q4
$21.7M Buy
+37,080
New +$21.8M 5.43% 4

Other funds holding SPY

PKS Advisory Services's SPY Position: Q1 2026 in Review

PKS Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q1 2026, buying an estimated $1.65M and bringing the position to 44,295 shares worth $28.9M. The position accounts for 6.72% of the portfolio, ranked #2.

PKS Advisory Services first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • PKS Advisory Services held 44,295 shares of State Street SPDR S&P 500 ETF Trust worth $28.9M as of Q1 2026.
  • PKS Advisory Services bought 2,433 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.65M.
  • State Street SPDR S&P 500 ETF Trust made up 6.72% of PKS Advisory Services's portfolio in Q1 2026, its #2 holding.
  • PKS Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.