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Kennedy Investment Group

SEC CIK
0001978005
Latest filing
Jul 30, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Kennedy Investment Group, 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)
1,104
Value
$824.7K
% of portfolio
0.3%
Quarters held
12
Since Q2 2023
Holdings of SPY by Kennedy Investment Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,104$824.7K0.3%−17−1.5%ReducedHolders
Q1 20261,121$729.3K0.3%−8−0.7%ReducedHolders
Q4 20251,129$769.9K0.3%+120+11.9%AddedHolders
Q3 20251,009$672.3K0.3%+7+0.7%AddedHolders
Q2 20251,002$619.2K0.3%+24+2.5%AddedHolders
Q1 2025978$547.2K0.3%+530+118.3%AddedHolders
Q4 2024448$262.8K0.1%−13−2.8%ReducedHolders
Q3 2024461$264.7K0.1%+11+2.4%AddedHolders
Q2 2024450$245.1K0.1%−11−2.4%ReducedHolders
Q1 2024461$240.9K0.1%+2+0.4%AddedHolders
Q4 2023459$218.3K0.1%+459NewHolders
Q3 20230$00.0%−453−100.0%Sold outHolders
Q2 2023453$200.8K0.1%+453NewHolders