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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47.7M Buy
73,400
+1,900
+3% +$1.29M 11.23% 2
2025
Q4
$48.8M Buy
71,500
+2,400
+3% +$1.62M 11.28% 2
2025
Q3
$46M Buy
69,100
+800
+1% +$513K 11.52% 2
2025
Q2
$42.2M Buy
68,300
+1,200
+2% +$686K 12.11% 2
2025
Q1
$37.5M Buy
67,100
+3,500
+6% +$2.06M 11.83% 2
2024
Q4
$37.3M Buy
63,600
+59,000
+1,283% +$34.8M 12.2% 2
2024
Q3
$2.64M Sell
4,600
-6,100
-57% -$3.37M 0.97% 26
2024
Q2
$5.82M Sell
10,700
-14,800
-58% -$7.75M 2.31% 9
2024
Q1
$13.3M Sell
25,500
-37,500
-60% -$18.7M 5.24% 4
2023
Q4
$29.9M Buy
63,000
+6,200
+11% +$2.76M 11.29% 2
2023
Q3
$24.3M Sell
56,800
-400
-0.7% -$178K 10.2% 3
2023
Q2
$25.4M Buy
57,200
+300
+0.5% +$126K 9.61% 3
2023
Q1
$23.3M Buy
56,900
+6,500
+13% +$2.59M 9.57% 3
2022
Q4
$19.3M Sell
50,400
-42,800
-46% -$16.5M 8.5% 3
2022
Q3
$33.3M Buy
93,200
+18,700
+25% +$7.43M 14.33% 2
2022
Q2
$28.1M Buy
74,500
+66,200
+798% +$27.1M 11.96% 2
2022
Q1
$3.75M Buy
8,300
+1,800
+28% +$801K 1.51% 19
2021
Q4
$3.09M Sell
6,500
-1,100
-14% -$505K 1.26% 25
2021
Q3
$3.26M Sell
7,600
-100
-1% -$44.1K 1.43% 23
2021
Q2
$3.3M Buy
7,700
+1,200
+18% +$501K 1.51% 21
2021
Q1
$2.58M Buy
6,500
+5,100
+364% +$1.97M 1.18% 26
2020
Q4
$523K Sell
1,400
-126,300
-99% -$44.8M 0.2% 55
2020
Q3
$42.8M Buy
127,700
+27,800
+28% +$9.21M 14.65% 2
2020
Q2
$30.8M Buy
99,900
+19,200
+24% +$5.62M 12.64% 2
2020
Q1
$20.8M Buy
80,700
+15,400
+24% +$4.7M 8.43% 2
2019
Q4
$21M Sell
65,300
-12,900
-16% -$3.97M 6.83% 2
2019
Q3
$23.3M Buy
78,200
+500
+0.6% +$148K 7.81% 2
2019
Q2
$22.8M Sell
77,700
-87,300
-53% -$25.1M 7.75% 2
2019
Q1
$46.6M Sell
165,000
-15,700
-9% -$4.27M 16.13% 1
2018
Q4
$45.2M Buy
180,700
+149,800
+485% +$40.4M 18.01% 1
2018
Q3
$8.98M Buy
30,900
+1,700
+6% +$484K 3.67% 5
2018
Q2
$7.92M Buy
29,200
+20,900
+252% +$5.64M 3.54% 5
2018
Q1
$2.18M Buy
8,300
+1,200
+17% +$328K 0.99% 26
2017
Q4
$2.24M Buy
+7,100
New +$1.85M 1.03% 25

Other funds holding SPY

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.