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

Avidian Wealth Enterprises’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	$3.97M	Buy	+6,100	New	+$4.15M	0.13%	118
2022 Q2	–	Sell	-15,000	Closed	-$6.78M	–	496
2022 Q1	$6.78M	Sell	15,000 -1,800	-11%	-$801K	0.42%	45
2021 Q4	$7.98M	Sell	16,800 -800	-5%	-$367K	0.5%	39
2021 Q3	$35K	Hold	17,600	–	–	﹤0.01%	385
2021 Q2	$87K	Sell	17,600 -1,600	-8%	-$668K	0.01%	386
2021 Q1	$122K	Sell	19,200 -300	-2%	-$116K	0.01%	356
2020 Q4	$126K	Sell	19,500 -1,400	-7%	-$497K	0.01%	319
2020 Q3	$268K	Sell	20,900 -800	-4%	-$265K	0.03%	231
2020 Q2	$459K	Buy	21,700 +800	+4%	+$234K	0.06%	143
2020 Q1	$948K	Buy	20,900 +5,400	+35%	+$1.65M	0.15%	76
2019 Q4	$15K	Buy	+15,500	New	+$4.77M	﹤0.01%	227

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

Avidian Wealth Enterprises's SPY Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.5% in Q1 2026, buying an estimated $2.23M and bringing the position to 41,652 shares worth $27.1M. The position accounts for 0.86% of the portfolio, ranked #23.

Avidian Wealth Enterprises first reported a position in SPY in Q2 2015 and has held it in 40 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Avidian Wealth Enterprises held 41,652 shares of State Street SPDR S&P 500 ETF Trust worth $27.1M as of Q1 2026.
Avidian Wealth Enterprises bought 3,278 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.23M.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #23 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 40 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.