Kfa Private Wealth Group, LLC / SPY
Kfa Private Wealth Group, LLC’s State Str Spdr S&P 500 Etf T Position
Does Kfa Private Wealth Group, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 11.8K shares worth $8M (+1.85% of its 13F portfolio) as of Q1 2026, down from 12.1K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
11.8K
% of Portfolio
+1.85%
Quarters Held
25
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.8K | $8M | +1.85% |
| Q4 2025 | 12.1K | $8M | +2.00% |
| Q3 2025 | 11.7K | $8M | +2.22% |
| Q2 2025 | 11.9K | $7M | +2.28% |
| Q1 2025 | 12.0K | $7M | +2.35% |
| Q4 2024 | 6.5K | $4M | +1.60% |
| Q3 2024 | 5.1K | $3M | +1.40% |
| Q2 2024 | 5.2K | $3M | +1.46% |
| Q1 2024 | 5.0K | $3M | +0.81% |
| Q4 2023 | 4.7K | $2M | +0.80% |
| Q3 2023 | 4.6K | $2M | +0.81% |
| Q2 2023 | 4.4K | $2M | +0.80% |
| Q1 2023 | 4.3K | $2M | +0.79% |
| Q4 2022 | 4.3K | $2M | +0.83% |
| Q3 2022 | 4.5K | $2M | +0.86% |
| Q2 2022 | 4.5K | $2M | +0.94% |
| Q1 2022 | 3.6K | $2M | +0.83% |
| Q4 2021 | 4.0K | $2M | +0.95% |
| Q3 2021 | 4.0K | $2M | +0.94% |
| Q2 2021 | 4.0K | $2M | +0.94% |
| Q1 2021 | 4.4K | $2M | +1.02% |
| Q3 2020 | 4.1K | $1M | +1.04% |
| Q2 2020 | 3.2K | $999,000 | +0.96% |
| Q1 2020 | 3.9K | $1M | +1.20% |
| Q4 2019 | 4.3K | $1M | +1.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kfa Private Wealth Group, LLC’s full portfolio or all institutional holders of SPY.