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

Abacus Wealth Partners’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	$6.69M	Buy	10,280 +2,160	+27%	+$1.47M	0.61%	17
2025 Q4	$5.54M	Sell	8,120 -423	-5%	-$286K	0.54%	18
2025 Q3	$5.69M	Buy	8,543 +551	+7%	+$353K	0.82%	15
2025 Q2	$4.94M	Buy	7,992 +2,054	+35%	+$1.17M	0.75%	16
2025 Q1	$3.32M	Sell	5,938 -177	-3%	-$104K	0.5%	16
2024 Q4	$3.58M	Sell	6,115 -312	-5%	-$184K	0.54%	17
2024 Q3	$3.69M	Hold	6,427	–	–	0.55%	17
2024 Q2	$3.5M	Sell	6,427 -38	-0.6%	-$19.9K	0.58%	17
2024 Q1	$3.38M	Buy	6,465 +2,307	+55%	+$1.15M	0.57%	17
2023 Q4	$1.98M	Buy	4,158 +275	+7%	+$123K	0.33%	20
2023 Q3	$1.66M	Sell	3,883 -103	-3%	-$45.8K	0.51%	18
2023 Q2	$1.77M	Sell	3,986 -617	-13%	-$259K	0.53%	16
2023 Q1	$1.9M	Sell	4,603 -24	-0.5%	-$9.58K	0.63%	17
2022 Q4	$1.77M	Sell	4,627 -295	-6%	-$113K	0.63%	16
2022 Q3	$1.76M	Sell	4,922 -302	-6%	-$120K	0.93%	11
2022 Q2	$1.97M	Sell	5,224 -348	-6%	-$143K	1.02%	11
2022 Q1	$2.52M	Sell	5,572 -213	-4%	-$94.8K	1.12%	11
2021 Q4	$2.75M	Sell	5,785 -9,056	-61%	-$4.16M	0.97%	15
2021 Q3	$6.37M	Buy	14,841 +7,552	+104%	+$3.33M	2.35%	7
2021 Q2	$3.12M	Buy	7,289 +265	+4%	+$111K	1.22%	11
2021 Q1	$2.78M	Buy	7,024 +13	+0.2%	+$5.01K	1.98%	9
2020 Q4	$2.62M	Buy	+7,011	New	+$2.49M	2.29%	8

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

Abacus Wealth Partners's SPY Position: Q1 2026 in Review

Abacus Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q1 2026, buying an estimated $1.47M and bringing the position to 10,280 shares worth $6.69M. The position accounts for 0.61% of the portfolio, ranked #17.

Abacus Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Abacus Wealth Partners held 10,280 shares of State Street SPDR S&P 500 ETF Trust worth $6.69M as of Q1 2026.
Abacus Wealth Partners bought 2,160 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.47M.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Abacus Wealth Partners's portfolio in Q1 2026, its #17 holding.
Abacus Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.