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

Aberdeen 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	$845K	Sell	1,300 -84	-6%	-$57.1K	0.39%	50
2025 Q4	$944K	Sell	1,384 -8	-0.6%	-$5.41K	0.44%	46
2025 Q3	$927K	Buy	1,392 +70	+5%	+$44.9K	0.58%	45
2025 Q2	$817K	Buy	+1,322	New	+$756K	0.54%	57
2025 Q1	–	Sell	-1,280	Closed	-$750K	–	171
2024 Q4	$750K	Sell	1,280 -63	-5%	-$37.1K	0.51%	54
2024 Q3	$771K	Hold	1,343	–	–	0.51%	56
2024 Q2	$731K	Sell	1,343 -126	-9%	-$65.9K	0.49%	57
2024 Q1	$768K	Hold	1,469	–	–	0.45%	59
2023 Q4	$698K	Buy	+1,469	New	+$654K	0.51%	58
2023 Q3	–	Sell	-1,470	Closed	-$652K	–	163
2023 Q2	$652K	Buy	+1,470	New	+$617K	0.47%	60
2023 Q1	–	Sell	-1,470	Closed	-$562K	–	173
2022 Q4	$562K	Hold	1,470	–	–	0.42%	65
2022 Q3	$525K	Hold	1,470	–	–	0.46%	64
2022 Q2	$555K	Hold	1,470	–	–	0.44%	64
2022 Q1	$664K	Sell	1,470 -20,476	-93%	-$9.12M	0.45%	66
2021 Q4	$10.4M	Buy	+21,946	New	+$10.1M	6.8%	2
2021 Q2	–	Sell	-1,470	Closed	-$583K	–	154
2021 Q1	$583K	Sell	1,470 -18,529	-93%	-$7.15M	0.46%	61
2020 Q4	$7.48M	Buy	19,999 +18,435	+1,179%	+$6.54M	5.64%	2
2020 Q3	$524K	Buy	+1,564	New	+$518K	0.5%	59
2020 Q1	–	Sell	-1,666	Closed	-$536K	–	139
2019 Q4	$536K	Buy	+1,666	New	+$513K	0.4%	63

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

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

Aberdeen Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.1% in Q1 2026, selling an estimated $57.1K and leaving 1,300 shares worth $845K. The position accounts for 0.39% of the portfolio, ranked #50.

Aberdeen Wealth Management first reported a position in SPY in Q4 2019 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2021. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Aberdeen Wealth Management held 1,300 shares of State Street SPDR S&P 500 ETF Trust worth $845K as of Q1 2026.
Aberdeen Wealth Management sold 84 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $57.1K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Aberdeen Wealth Management's portfolio in Q1 2026, its #50 holding.
Aberdeen Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 19 quarters since.
Aberdeen Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $10.4M in Q4 2021.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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