Summit Financial’s KraneShares Hedgeye Hedged Equity Index ETF KSPY Stock Holding History

Summit Financial’s Portfolio KSPY Stock Details KSPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$576K	Buy	+21,023	New	+$584K	0.01%	948

Other funds holding KSPY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BCWM

Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Summit Financial's KSPY Position: Q1 2026 in Review

Summit Financial opened a new position in KraneShares Hedgeye Hedged Equity Index ETF (KSPY) in Q1 2026: 21,023 shares worth $576K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings.

22 funds tracked by Wall St. Rank hold KSPY as of Q1 2026.

Summit Financial held 21,023 shares of KraneShares Hedgeye Hedged Equity Index ETF worth $576K as of Q1 2026.
KraneShares Hedgeye Hedged Equity Index ETF was a new Summit Financial position in Q1 2026.
KraneShares Hedgeye Hedged Equity Index ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #948 holding.
22 funds tracked by Wall St. Rank held KraneShares Hedgeye Hedged Equity Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.