Question 1

Does Kestra Advisory Services own SPY stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 533,983 shares of SPY (State Street SPDR S&P 500 ETF), worth $398.8M.

Question 2

How many shares of SPY does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 533,983 shares of SPY (State Street SPDR S&P 500 ETF).

Question 3

What is Kestra Advisory Services' SPY position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' SPY position is worth $398.8M.

Question 4

Is Kestra Advisory Services buying or selling SPY?

Accepted Answer

In Q2 2026, Kestra Advisory Services reduced its SPY position by 16,450 shares (-3.0%).

Question 5

When did Kestra Advisory Services first buy SPY?

Accepted Answer

Kestra Advisory Services already held SPY in its Q3 2020 13F, the earliest on record, and has listed it in 24 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	533,983	-3.0%	$398.8M	1.3%	$744.92	0
2026-Q1	Increased	550,433	+8.3%	$358M	1.4%	$647.06	53
2025-Q4	Increased	508,077	+10.0%	$346.5M	1.4%	$676.64	54
2025-Q3	Increased	461,854	+1.8%	$307.7M	1.4%	$659.07	50
2025-Q2	Increased	453,503	+1.5%	$280.2M	1.4%	$609.57	49
2025-Q1	Decreased	446,643	-8.6%	$249.8M	1.2%	$550.26	0
2024-Q4	Increased	488,425	+3.7%	$286.3M	1.6%	$574.79	50
2024-Q3	Decreased	470,954	-6.1%	$270.2M	1.5%	$560.82	0
2024-Q2	Increased	501,734	+11.2%	$273.1M	1.5%	$530.32	54
2024-Q1	Increased	451,305	+17.4%	$236.1M	1.6%	$508.07	56
2023-Q4	Increased	384,334	+5.9%	$182.7M	1.5%	$460.25	51
2023-Q3	Decreased	362,840	-3.8%	$155.1M	1.5%	$412.26	0
2023-Q2	Decreased	377,244	-4.7%	$167.2M	1.7%	$426.00	0
2023-Q1	Decreased	396,023	-12.4%	$162.1M	1.8%	$391.97	0
2022-Q4	Increased	452,190	+109.4%	$172.9M	1.5%	$364.77	77
2022-Q3	Decreased	215,991	-19.6%	$77.1M	0.8%	$339.13	0
2022-Q2	Increased	268,798	+44.5%	$101.4M	1.0%	$356.72	64
2022-Q1	Increased	186,071	+3.8%	$84M	0.9%	$425.22	44
2021-Q4	Decreased	179,295	-2.1%	$85.2M	0.9%	$445.79	0
2021-Q3	Increased	183,168	+1.5%	$78.6M	0.8%	$401.38	42
2021-Q2	Decreased	180,491	-0.8%	$77.3M	0.9%	$399.09	0
2021-Q1	Decreased	181,915	-24.3%	$72.1M	0.9%	$368.30	0
2020-Q4	Increased	240,186	+49.6%	$89.3M	1.0%	$346.30	65
2020-Q3	First report	160,532	-	$53.8M	1.0%	$308.87	0

SPY24 quarters

SPY
24 quarters