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

Abundance Wealth Counselors’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	$2.34M	Buy	3,591 +937	+35%	+$637K	0.33%	44
2025 Q4	$1.81M	Buy	2,654 +115	+5%	+$77.7K	0.31%	53
2025 Q3	$1.69M	Sell	2,539 -998	-28%	-$640K	0.29%	56
2025 Q2	$2.19M	Sell	3,537 -888	-20%	-$508K	0.41%	39
2025 Q1	$2.48M	Buy	4,425 +2,934	+197%	+$1.72M	0.52%	35
2024 Q4	$874K	Buy	+1,491	New	+$878K	0.19%	86
2021 Q2	–	Sell	-12	Closed	-$5K	–	302
2021 Q1	$5K	Buy	+12	New	+$4.63K	﹤0.01%	294

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

Abundance Wealth Counselors's SPY Position: Q1 2026 in Review

Abundance Wealth Counselors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q1 2026, buying an estimated $637K and bringing the position to 3,591 shares worth $2.34M. The position accounts for 0.33% of the portfolio, ranked #44.

Abundance Wealth Counselors first reported a position in SPY in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.48M in Q1 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Abundance Wealth Counselors held 3,591 shares of State Street SPDR S&P 500 ETF Trust worth $2.34M as of Q1 2026.
Abundance Wealth Counselors bought 937 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $637K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Abundance Wealth Counselors's portfolio in Q1 2026, its #44 holding.
Abundance Wealth Counselors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 7 quarters since.
Abundance Wealth Counselors's State Street SPDR S&P 500 ETF Trust position peaked at $2.48M 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 Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.