Adapt Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Adapt Wealth Advisors's SPY Position: Q1 2026 in Review
Adapt Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q1 2026, selling an estimated $49.6K and leaving 400 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #85.
Adapt Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 7 quarters since. The position peaked at $328K in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Adapt Wealth Advisors held 400 shares of State Street SPDR S&P 500 ETF Trust worth $260K as of Q1 2026.
- Adapt Wealth Advisors sold 73 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $49.6K.
- State Street SPDR S&P 500 ETF Trust made up 0.09% of Adapt Wealth Advisors's portfolio in Q1 2026, its #85 holding.
- Adapt Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 7 quarters since.
- Adapt Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $328K in Q3 2025.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.