Stephen W. Kidder’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stephen W. Kidder’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	$699K	Sell	1,075 -50	-4%	-$34K	0.21%	49
2025 Q4	$767K	Sell	1,125 -400	-26%	-$270K	0.22%	47
2025 Q3	$1.02M	Hold	1,525	–	–	0.29%	43
2025 Q2	$942K	Sell	1,525 -25	-2%	-$14.3K	0.28%	45
2025 Q1	$867K	Sell	1,550 -80	-5%	-$47K	0.27%	42
2024 Q4	$955K	Buy	1,630 +80	+5%	+$47.1K	0.29%	40
2024 Q3	$889K	Hold	1,550	–	–	0.26%	40
2024 Q2	$844K	Sell	1,550 -100	-6%	-$52.3K	0.26%	44
2024 Q1	$863K	Sell	1,650 -100	-6%	-$49.8K	0.28%	46
2023 Q4	$832K	Sell	1,750 -20	-1%	-$8.91K	0.27%	44
2023 Q3	$757K	Sell	1,770 -10	-0.6%	-$4.45K	0.26%	46
2023 Q2	$789K	Sell	1,780 -70	-4%	-$29.4K	0.26%	48
2023 Q1	$757K	Hold	1,850	–	–	0.26%	51
2022 Q4	$707K	Sell	1,850 -460	-20%	-$177K	0.26%	50
2022 Q3	$826K	Sell	2,310 -215	-9%	-$85.4K	0.34%	43
2022 Q2	$953K	Sell	2,525 -100	-4%	-$41K	0.37%	43
2022 Q1	$1.19M	Sell	2,625 -425	-14%	-$189K	0.38%	45
2021 Q4	$1.45M	Sell	3,050 -250	-8%	-$115K	0.44%	40
2021 Q3	$1.42M	Sell	3,300 -250	-7%	-$110K	0.44%	39
2021 Q2	$1.52M	Sell	3,550 -100	-3%	-$41.7K	0.47%	40
2021 Q1	$1.45M	Sell	3,650 -5	-0.1%	-$1.93K	0.47%	40
2020 Q4	$1.37M	Sell	3,655 -305	-8%	-$108K	0.45%	39
2020 Q3	$1.33M	Sell	3,960 -355	-8%	-$118K	0.47%	40
2020 Q2	$1.33M	Hold	4,315	–	–	0.51%	37
2020 Q1	$1.11M	Buy	4,315 +450	+12%	+$137K	0.5%	38
2019 Q4	$1.24M	Sell	3,865 -260	-6%	-$80.1K	0.46%	41
2019 Q3	$1.23M	Sell	4,125 -660	-14%	-$195K	0.48%	40
2019 Q2	$1.4M	Sell	4,785 -15	-0.3%	-$4.32K	0.56%	40
2019 Q1	$1.36M	Sell	4,800 -265	-5%	-$72K	0.55%	39
2018 Q4	$1.27M	Sell	5,065 -260	-5%	-$70.1K	0.56%	37
2018 Q3	$1.55M	Hold	5,325	–	–	0.57%	39
2018 Q2	$1.45M	Sell	5,325 -250	-4%	-$67.5K	0.55%	39
2018 Q1	$1.47M	Sell	5,575 -820	-13%	-$224K	0.56%	39
2017 Q4	$1.71M	Sell	6,395 -500	-7%	-$130K	0.61%	36
2017 Q3	$1.73M	Hold	6,895	–	–	0.64%	38
2017 Q2	$1.67M	Hold	6,895	–	–	0.63%	39
2017 Q1	$1.63M	Hold	6,895	–	–	0.63%	39
2016 Q4	$1.54M	Hold	6,895	–	–	0.62%	40
2016 Q3	$1.49M	Buy	6,895 +810	+13%	+$175K	0.59%	39
2016 Q2	$1.27M	Sell	6,085 -500	-8%	-$104K	0.51%	47
2016 Q1	$1.35M	Sell	6,585 -825	-11%	-$161K	0.55%	44
2015 Q4	$1.51M	Hold	7,410	–	–	0.65%	44
2015 Q3	$1.42M	Sell	7,410 -25	-0.3%	-$5.07K	0.71%	40
2015 Q2	$1.53M	Sell	7,435 -25	-0.3%	-$5.26K	0.69%	42
2015 Q1	$1.54M	Hold	7,460	–	–	0.67%	45
2014 Q4	$1.53M	Buy	7,460 +960	+15%	+$193K	0.66%	44
2014 Q3	$1.28M	Buy	+6,500	New	+$1.28M	0.58%	46

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

Stephen W. Kidder's SPY Position: Q1 2026 in Review

Stephen W. Kidder reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q1 2026, selling an estimated $34K and leaving 1,075 shares worth $699K. The position accounts for 0.21% of the portfolio, ranked #49.

Stephen W. Kidder first reported a position in SPY in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.73M in Q3 2017. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Stephen W. Kidder held 1,075 shares of State Street SPDR S&P 500 ETF Trust worth $699K as of Q1 2026.
Stephen W. Kidder 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 0.21% of Stephen W. Kidder's portfolio in Q1 2026, its #49 holding.
Stephen W. Kidder first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 47 quarters since.
Stephen W. Kidder's State Street SPDR S&P 500 ETF Trust position peaked at $1.73M in Q3 2017.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.