44 Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

44 Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$998K	Buy	1,535 +564	+58%	+$383K	0.35%	103
2025 Q4	$662K	Buy	971 +311	+47%	+$210K	0.22%	125
2025 Q3	$440K	Buy	+660	New	+$423K	0.15%	151
2025 Q2	–	Sell	-1,904	Closed	-$1.07M	–	202
2025 Q1	$1.07M	Buy	1,904 +1,077	+130%	+$633K	0.4%	89
2024 Q4	$485K	Buy	827 +384	+87%	+$226K	0.19%	131
2024 Q3	$256K	Buy	+443	New	+$245K	0.09%	181
2023 Q2	$227K	Sell	513 -21	-4%	-$8.81K	0.08%	157
2023 Q1	$219K	Hold	534	–	–	0.07%	168
2022 Q4	$204K	Buy	+534	New	+$205K	0.07%	169
2022 Q1	–	Sell	-492	Closed	-$234K	–	185
2021 Q4	$234K	Sell	492 -4	-0.8%	-$1.84K	0.08%	167
2021 Q3	$213K	Buy	496 +4	+0.8%	+$1.76K	0.08%	162
2021 Q2	$211K	Buy	+492	New	+$205K	0.08%	167

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

44 Wealth Management's SPY Position: Q1 2026 in Review

44 Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 58% in Q1 2026, buying an estimated $383K and bringing the position to 1,535 shares worth $998K. The position accounts for 0.35% of the portfolio, ranked #103.

44 Wealth Management first reported a position in SPY in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

44 Wealth Management held 1,535 shares of State Street SPDR S&P 500 ETF Trust worth $998K as of Q1 2026.
44 Wealth Management bought 564 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $383K.
State Street SPDR S&P 500 ETF Trust made up 0.35% of 44 Wealth Management's portfolio in Q1 2026, its #103 holding.
44 Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 12 quarters since.
44 Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.07M in Q1 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.