49 Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
49 Wealth Management's SPY Position: Q1 2026 in Review
49 Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, selling an estimated $98.6K and leaving 1,776 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #67.
49 Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q1 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- 49 Wealth Management held 1,776 shares of State Street SPDR S&P 500 ETF Trust worth $1.15M as of Q1 2026.
- 49 Wealth Management sold 145 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $98.6K.
- State Street SPDR S&P 500 ETF Trust made up 0.09% of 49 Wealth Management's portfolio in Q1 2026, its #67 holding.
- 49 Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- 49 Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $11M in Q1 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.