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KFA Private Wealth Group, LLC

SEC CIK
0001800556
Latest filing
Jul 28, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by KFA Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
8,862
Value
$6.62M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of SPY by KFA Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,862$6.62M1.6%−2,982−25.2%ReducedHolders
Q1 202611,844$7.70M1.8%−243−2.0%ReducedHolders
Q4 202512,087$8.24M2.0%+410+3.5%AddedHolders
Q3 202511,677$7.78M2.2%−251−2.1%ReducedHolders
Q2 202511,928$7.37M2.3%−57−0.5%ReducedHolders
Q1 202511,985$6.70M2.3%+5,483+84.3%AddedHolders
Q4 20246,502$3.81M1.6%+1,380+26.9%AddedHolders
Q3 20245,122$2.94M1.4%−47−0.9%ReducedHolders
Q2 20245,169$2.81M1.5%+156+3.1%AddedHolders
Q1 20245,013$2.62M0.8%+345+7.4%AddedHolders
Q4 20234,668$2.22M0.8%+83+1.8%AddedHolders
Q3 20234,585$1.96M0.8%+219+5.0%AddedHolders
Q2 20234,366$1.94M0.8%+108+2.5%AddedHolders
Q1 20234,258$1.74M0.8%−11−0.3%ReducedHolders
Q4 20224,269$1.63M0.8%−274−6.0%ReducedHolders
Q3 20224,543$1.62M0.9%+57+1.3%AddedHolders
Q2 20224,486$1.69M0.9%+842+23.1%AddedHolders
Q1 20223,644$1.65M0.8%−359−9.0%ReducedHolders
Q4 20214,003$1.90M0.9%−17−0.4%ReducedHolders
Q3 20214,020$1.73M0.9%+6+0.1%AddedHolders
Q2 20214,014$1.72M0.9%−417−9.4%ReducedHolders
Q1 20214,431$1.76M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.