Atwater Malick’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Atwater Malick’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	$488K	Buy	751 +1	+0.1%	+$680	0.13%	62
2025 Q4	$511K	Hold	750	–	–	0.14%	54
2025 Q3	$500K	Buy	750 +40	+6%	+$25.6K	0.15%	56
2025 Q2	$439K	Hold	710	–	–	0.14%	57
2025 Q1	$397K	Hold	710	–	–	0.13%	58
2024 Q4	$416K	Hold	710	–	–	0.14%	53
2024 Q3	$407K	Buy	710 +4	+0.6%	+$2.21K	0.13%	56
2024 Q2	$384K	Hold	706	–	–	0.13%	57
2024 Q1	$369K	Buy	+706	New	+$351K	0.13%	61
2019 Q4	–	Sell	-235	Closed	-$70K	–	174
2019 Q3	$70K	Buy	+235	New	+$69.4K	0.06%	63

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

Atwater Malick's SPY Position: Q1 2026 in Review

Atwater Malick increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, buying an estimated $680 and bringing the position to 751 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #62.

Atwater Malick first reported a position in SPY in Q3 2019 and has held it in 10 quarters since. The position peaked at $511K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Atwater Malick held 751 shares of State Street SPDR S&P 500 ETF Trust worth $488K as of Q1 2026.
Atwater Malick bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Atwater Malick's portfolio in Q1 2026, its #62 holding.
Atwater Malick first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 10 quarters since.
Atwater Malick's State Street SPDR S&P 500 ETF Trust position peaked at $511K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.