All Terrain Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

All Terrain Financial 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	–	Sell	-200	Closed	-$136K	–	156
2025 Q4	$136K	Hold	200	–	–	0.03%	126
2025 Q3	$133K	Hold	200	–	–	0.03%	131
2025 Q2	$124K	Buy	+200	New	+$114K	0.04%	113
2025 Q1	–	Sell	-100	Closed	-$58.6K	–	113
2024 Q4	$58.6K	Buy	+100	New	+$58.9K	0.02%	101
2022 Q2	–	Sell	-4,800	Closed	-$2.17M	–	97
2022 Q1	$2.17M	Hold	4,800	–	–	0.88%	29
2021 Q4	$2.28M	Sell	4,800 -3,200	-40%	-$1.47M	0.93%	28
2021 Q3	$3.43M	Hold	8,000	–	–	1.5%	19
2021 Q2	$3.42M	Hold	8,000	–	–	1.56%	18
2021 Q1	$3.17M	Hold	8,000	–	–	1.45%	16
2020 Q4	$2.99M	Sell	8,000 -200	-2%	-$71K	1.17%	21
2020 Q3	$2.75M	Hold	8,200	–	–	0.94%	24
2020 Q2	$2.53M	Hold	8,200	–	–	1.04%	25
2020 Q1	$2.11M	Sell	8,200 -8,700	-51%	-$2.65M	0.86%	31
2019 Q4	$5.44M	Sell	16,900 -600	-3%	-$185K	1.77%	14
2019 Q3	$5.21M	Sell	17,500 -1,000	-5%	-$295K	1.75%	14
2019 Q2	$36K	Buy	18,500 +17,700	+2,213%	+$5.1M	0.01%	196
2019 Q1	$226K	Sell	800 -300	-27%	-$81.5K	0.08%	146
2018 Q4	$275K	Sell	1,100 -400	-27%	-$108K	0.11%	114
2018 Q3	$436K	Buy	+1,500	New	+$427K	0.18%	87
2018 Q2	–	Sell	-4,300	Closed	-$1.13M	–	248
2018 Q1	$1.13M	Buy	4,300 +3,000	+231%	+$819K	0.51%	43
2017 Q4	$347K	Buy	+1,300	New	+$338K	0.16%	100

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

All Terrain Financial Advisors's SPY Position: Q1 2026 in Review

All Terrain Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, buying an estimated $1.02M and bringing the position to 94,654 shares worth $61.6M. The position accounts for 14.48% of the portfolio, ranked #1.

All Terrain Financial Advisors first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $63.5M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

All Terrain Financial Advisors held 94,654 shares of State Street SPDR S&P 500 ETF Trust worth $61.6M as of Q1 2026.
All Terrain Financial Advisors bought 1,502 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.02M.
State Street SPDR S&P 500 ETF Trust made up 14.48% of All Terrain Financial Advisors's portfolio in Q1 2026, its #1 holding.
All Terrain Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
All Terrain Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $63.5M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.