Rather & Kittrell’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rather & Kittrell’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	$434K	Sell	581 -81	-12%	-$58.7K	0.06%	83
2026 Q1	$431K	Hold	662	–	–	0.07%	80
2025 Q4	$451K	Sell	662 -130	-16%	-$87.9K	0.07%	78
2025 Q3	$528K	Buy	792 +399	+102%	+$256K	0.09%	72
2025 Q2	$243K	Hold	393	–	–	0.05%	82
2025 Q1	$220K	Buy	393 +3	+0.8%	+$1.76K	0.05%	83
2024 Q4	$229K	Hold	390	–	–	0.05%	79
2024 Q3	$224K	Hold	390	–	–	0.05%	80
2024 Q2	$212K	Hold	390	–	–	0.06%	80
2024 Q1	$204K	Buy	+390	New	+$194K	0.06%	80
2022 Q1	–	Sell	-72	Closed	-$34K	–	262
2021 Q4	$34K	Buy	+72	New	+$33.1K	0.03%	149

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

Rather & Kittrell's SPY Position: Q2 2026 in Review

Rather & Kittrell reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q2 2026, selling an estimated $58.7K and leaving 581 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #83.

Rather & Kittrell first reported a position in SPY in Q4 2021 and has held it in 11 quarters since. The position peaked at $528K in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Rather & Kittrell held 581 shares of State Street SPDR S&P 500 ETF Trust worth $434K as of Q2 2026.
Rather & Kittrell sold 81 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $58.7K.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Rather & Kittrell's portfolio in Q2 2026, its #83 holding.
Rather & Kittrell first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 11 quarters since.
Rather & Kittrell's State Street SPDR S&P 500 ETF Trust position peaked at $528K in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.