Kw Wealth Management LLC / SPY
Kw Wealth Management LLC’s State Str Spdr S&P 500 Etf T Position
Does Kw Wealth Management LLC own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 2.3K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
2.3K
% of Portfolio
+2.37%
Quarters Held
2
position exited
Position History SPY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of SPY.