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

Atlas Wealth Partners’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	$730K	Buy	1,122 +20	+2%	+$13.6K	0.75%	24
2025 Q4	$751K	Buy	1,102 +78	+8%	+$52.7K	0.83%	23
2025 Q3	$682K	Sell	1,024 -10	-1%	-$6.41K	0.7%	25
2025 Q2	$639K	Hold	1,034	–	–	0.74%	21
2025 Q1	$578K	Sell	1,034 -113	-10%	-$66.4K	0.71%	22
2024 Q4	$672K	Buy	1,147 +540	+89%	+$318K	0.85%	18
2024 Q3	$348K	Buy	607 +108	+22%	+$59.7K	0.53%	29
2024 Q2	$272K	Buy	499 +42	+9%	+$22K	1.15%	18
2024 Q1	$236K	Sell	457 -22	-5%	-$11K	1.28%	17
2023 Q4	$233K	Buy	+479	New	+$213K	1.29%	20
2023 Q3	–	Sell	-444	Closed	-$201K	–	37
2023 Q2	$201K	Buy	+444	New	+$186K	0.58%	39

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

Atlas Wealth Partners's SPY Position: Q1 2026 in Review

Atlas Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,122 shares worth $730K. The position accounts for 0.75% of the portfolio, ranked #24.

Atlas Wealth Partners first reported a position in SPY in Q2 2023 and has held it in 11 quarters since. The position peaked at $751K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Atlas Wealth Partners held 1,122 shares of State Street SPDR S&P 500 ETF Trust worth $730K as of Q1 2026.
Atlas Wealth Partners bought 20 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $13.6K.
State Street SPDR S&P 500 ETF Trust made up 0.75% of Atlas Wealth Partners's portfolio in Q1 2026, its #24 holding.
Atlas Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Atlas Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $751K 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 Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.