Angeles Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Angeles Wealth Management’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	$36M	Buy	55,248 +35	+0.1%	+$23.8K	1.96%	11
2025 Q4	$37.7M	Buy	55,213 +8,684	+19%	+$5.87M	2.08%	12
2025 Q3	$31M	Buy	46,529 +2,884	+7%	+$1.85M	1.9%	13
2025 Q2	$27M	Sell	43,645 -277	-0.6%	-$158K	1.85%	13
2025 Q1	$24.6M	Sell	43,922 -10	-0%	-$5.88K	2.04%	12
2024 Q4	$25.7M	Buy	43,932 +210	+0.5%	+$124K	2.12%	13
2024 Q3	$25.1M	Sell	43,722 -768	-2%	-$425K	2.16%	13
2024 Q2	$24.2M	Sell	44,490 -899	-2%	-$471K	2.27%	12
2024 Q1	$23.7M	Buy	45,389 +2,773	+7%	+$1.38M	2.37%	10
2023 Q4	$20.3M	Buy	42,616 +1,205	+3%	+$537K	2.47%	11
2023 Q3	$17.7M	Sell	41,411 -98	-0.2%	-$43.6K	2.5%	12
2023 Q2	$18.4M	Hold	41,509	–	–	2.51%	13
2023 Q1	$17M	Sell	41,509 -26	-0.1%	-$10.4K	2.53%	11
2022 Q4	$15.9M	Sell	41,535 -6,679	-14%	-$2.57M	2.78%	10
2022 Q3	$17.2M	Buy	48,214 +5,715	+13%	+$2.27M	3.41%	8
2022 Q2	$16M	Sell	42,499 -348	-0.8%	-$143K	3.2%	9
2022 Q1	$19.4M	Buy	+42,847	New	+$19.1M	3.66%	7

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

Angeles Wealth Management's SPY Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q1 2026, buying an estimated $23.8K and bringing the position to 55,248 shares worth $36M. The position accounts for 1.96% of the portfolio, ranked #11.

Angeles Wealth Management first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $37.7M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Angeles Wealth Management held 55,248 shares of State Street SPDR S&P 500 ETF Trust worth $36M as of Q1 2026.
Angeles Wealth Management bought 35 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $23.8K.
State Street SPDR S&P 500 ETF Trust made up 1.96% of Angeles Wealth Management's portfolio in Q1 2026, its #11 holding.
Angeles Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $37.7M 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 Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.