Accelerate Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Accelerate Investment Advisors’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	$786K	Buy	1,209 +84	+7%	+$57.1K	0.53%	34
2025 Q4	$767K	Buy	1,125 +16	+1%	+$10.8K	0.52%	35
2025 Q3	$739K	Buy	1,109 +10	+0.9%	+$6.41K	0.5%	36
2025 Q2	$679K	Buy	1,099 +25	+2%	+$14.3K	0.51%	37
2025 Q1	$601K	Buy	1,074 +93	+9%	+$54.7K	0.5%	38
2024 Q4	$575K	Buy	981 +189	+24%	+$111K	0.51%	36
2024 Q3	$455K	Buy	+792	New	+$438K	0.44%	41

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

Accelerate Investment Advisors's SPY Position: Q1 2026 in Review

Accelerate Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, buying an estimated $57.1K and bringing the position to 1,209 shares worth $786K. The position accounts for 0.53% of the portfolio, ranked #34.

Accelerate Investment Advisors first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Accelerate Investment Advisors held 1,209 shares of State Street SPDR S&P 500 ETF Trust worth $786K as of Q1 2026.
Accelerate Investment Advisors bought 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 0.53% of Accelerate Investment Advisors's portfolio in Q1 2026, its #34 holding.
Accelerate Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 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 Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.