Able Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Able Wealth Management's SPY Position: Q1 2026 in Review
Able Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q1 2026, buying an estimated $623K and bringing the position to 4,078 shares worth $2.65M. The position accounts for 0.71% of the portfolio, ranked #36.
Able Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Able Wealth Management held 4,078 shares of State Street SPDR S&P 500 ETF Trust worth $2.65M as of Q1 2026.
- Able Wealth Management bought 916 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $623K.
- State Street SPDR S&P 500 ETF Trust made up 0.71% of Able Wealth Management's portfolio in Q1 2026, its #36 holding.
- Able 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.
- 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.