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America First Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

America First Investment 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 		$619K Buy
952
+2
+0.2% +$1.36K 0.12% 34
2025
Q4 		$648K Buy
950
+2
+0.2% +$1.35K 0.12% 31
2025
Q3 		$631K Buy
948
+2
+0.2% +$1.28K 0.12% 32
2025
Q2 		$584K Buy
946
+2
+0.2% +$1.14K 0.12% 31
2025
Q1 		$528K Sell
944
-46
-5% -$27K 0.11% 32
2024
Q4 		$580K Sell
990
-74
-7% -$43.6K 0.13% 29
2024
Q3 		$610K Sell
1,064
-43
-4% -$23.8K 0.14% 29
2024
Q2 		$602K Buy
1,107
+2
+0.2% +$1.05K 0.15% 28
2024
Q1 		$578K Buy
1,105
+3
+0.3% +$1.49K 0.14% 30
2023
Q4 		$524K Buy
1,102
+4
+0.4% +$1.78K 0.14% 30
2023
Q3 		$469K Buy
1,098
+3
+0.3% +$1.33K 0.13% 33
2023
Q2 		$486K Buy
1,095
+2
+0.2% +$839 0.13% 32
2023
Q1 		$447K Buy
1,093
+152
+16% +$60.6K 0.13% 33
2022
Q4 		$360K Sell
941
-67
-7% -$25.8K 0.11% 35
2022
Q3 		$360K Sell
1,008
-237
-19% -$94.1K 0.13% 32
2022
Q2 		$470K Sell
1,245
-13
-1% -$5.33K 0.15% 32
2022
Q1 		$568K Buy
1,258
+2
+0.2% +$890 0.16% 31
2021
Q4 		$596K Buy
1,256
+4
+0.3% +$1.84K 0.17% 31
2021
Q3 		$537K Sell
1,252
-34
-3% -$15K 0.16% 33
2021
Q2 		$550K Sell
1,286
-1,363
-51% -$569K 0.16% 36
2021
Q1 		$1.05M Buy
2,649
+34
+1% +$13.1K 0.32% 28
2020
Q4 		$978K Buy
2,615
+2
+0.1% +$710 0.3% 26
2020
Q3 		$875K Buy
2,613
+3
+0.1% +$994 0.28% 28
2020
Q2 		$805K Buy
2,610
+3
+0.1% +$878 0.26% 30
2020
Q1 		$672K Sell
2,607
-994
-28% -$303K 0.24% 31
2019
Q4 		$1.16M Buy
3,601
+11
+0.3% +$3.39K 0.34% 25
2019
Q3 		$1.07M Buy
3,590
+2
+0.1% +$591 0.32% 25
2019
Q2 		$1.05M Buy
3,588
+89
+3% +$25.6K 0.32% 26
2019
Q1 		$988K Buy
3,499
+49
+1% +$13.3K 0.3% 27
2018
Q4 		$862K Buy
3,450
+103
+3% +$27.8K 0.29% 28
2018
Q3 		$973K Buy
3,347
+3
+0.1% +$854 0.31% 28
2018
Q2 		$907K Buy
3,344
+96
+3% +$25.9K 0.3% 27
2018
Q1 		$855K Sell
3,248
-75
-2% -$20.5K 0.32% 27
2017
Q4 		$887K Sell
3,323
-105
-3% -$27.3K 0.3% 28
2017
Q3 		$861K Buy
3,428
+2,310
+207% +$569K 0.31% 28
2017
Q2 		$270K Buy
1,118
+2
+0.2% +$479 0.1% 39
2017
Q1 		$263K Buy
1,116
+245
+28% +$56.9K 0.1% 41
2016
Q4 		$195K Sell
871
-1,805
-67% -$394K 0.08% 41
2016
Q3 		$579K Sell
2,676
-120
-4% -$25.9K 0.24% 34
2016
Q2 		$586K Buy
2,796
+2,056
+278% +$427K 0.24% 35
2016
Q1 		$152K Sell
740
-4,280
-85% -$835K 0.07% 47
2015
Q4 		$1.02M Sell
5,020
-44
-0.9% -$9.04K 0.46% 28
2015
Q3 		$970K Sell
5,064
-1,869
-27% -$379K 0.46% 28
2015
Q2 		$1.43M Sell
6,933
-105
-1% -$22.1K 0.63% 28
2015
Q1 		$1.45M Buy
7,038
+237
+3% +$48.9K 0.62% 28
2014
Q4 		$1.4M Buy
6,801
+6,551
+2,620% +$1.32M 0.59% 29
2014
Q3 		$49K Hold
250
– – 0.02% 75
2014
Q2 		$49K Hold
250
– – 0.02% 78
2014
Q1 		$47K Hold
250
– – 0.02% 83
2013
Q4 		$46K Hold
250
– – 0.02% 86
2013
Q3 		$42K Hold
250
– – 0.02% 88
2013
Q2 		$40K Buy
+250
New +$40.3K 0.02% 82

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

America First Investment Advisors's SPY Position: Q1 2026 in Review

America First Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q1 2026, buying an estimated $1.36K and bringing the position to 952 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #34.

America First Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45M in Q1 2015. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • America First Investment Advisors held 952 shares of State Street SPDR S&P 500 ETF Trust worth $619K as of Q1 2026.
  • America First Investment Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of America First Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • America First Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • America First Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.45M in Q1 2015.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.