AGH Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
AGH Wealth Advisors's SPY Position: Q1 2026 in Review
AGH Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q1 2026, selling an estimated $1.59M and leaving 21,343 shares worth $13.9M. The position accounts for 10.22% of the portfolio, ranked #1.
AGH Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- AGH Wealth Advisors held 21,343 shares of State Street SPDR S&P 500 ETF Trust worth $13.9M as of Q1 2026.
- AGH Wealth Advisors sold 2,341 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.59M.
- State Street SPDR S&P 500 ETF Trust made up 10.22% of AGH Wealth Advisors's portfolio in Q1 2026, its #1 holding.
- AGH Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
- AGH Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $16.2M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.