Advisor Resource Council’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-5,900	Closed	-$3.65M	–	165
2025 Q2	$3.65M	Hold	5,900	–	–	1.42%	9
2025 Q1	$33	Buy	+5,900	New	+$3.47M	﹤0.01%	588
2024 Q4	–	Sell	-8,300	Closed	-$361K	–	247
2024 Q3	$361K	Buy	+8,300	New	+$4.59M	0.16%	154
2024 Q2	–	Sell	-400	Closed	-$4.38K	–	203
2024 Q1	$4.38K	Buy	+400	New	+$199K	﹤0.01%	235
2023 Q4	–	Sell	-200	Closed	-$85.5K	–	522
2023 Q3	$85.5K	Buy	+200	New	+$89K	0.04%	152

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

Advisor Resource Council's SPY Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, selling an estimated $6.87M and leaving 76,624 shares worth $49.8M. The position accounts for 16.12% of the portfolio, ranked #2.

Advisor Resource Council first reported a position in SPY in Q2 2021 and has held it in 20 quarters since. The position peaked at $76.7M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Advisor Resource Council held 76,624 shares of State Street SPDR S&P 500 ETF Trust worth $49.8M as of Q1 2026.
Advisor Resource Council sold 10,111 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.87M.
State Street SPDR S&P 500 ETF Trust made up 16.12% of Advisor Resource Council's portfolio in Q1 2026, its #2 holding.
Advisor Resource Council first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 20 quarters since.
Advisor Resource Council's State Street SPDR S&P 500 ETF Trust position peaked at $76.7M in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.