Aviso Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Aviso Wealth Management's SPY Position: Q1 2026 in Review
Aviso Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q1 2026, buying an estimated $280K and bringing the position to 824 shares worth $536K. The position accounts for 0.24% of the portfolio, ranked #86.
Aviso Wealth Management first reported a position in SPY in Q2 2024 and has held it in 6 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Aviso Wealth Management held 824 shares of State Street SPDR S&P 500 ETF Trust worth $536K as of Q1 2026.
- Aviso Wealth Management bought 412 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $280K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Aviso Wealth Management's portfolio in Q1 2026, its #86 holding.
- Aviso Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 6 quarters since.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.