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

Balanced Wealth Group’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	$420K	Sell	646 -32	-5%	-$21.8K	0.15%	52
2025 Q4	$453K	Sell	678 -69	-9%	-$46.6K	0.17%	48
2025 Q3	$461K	Sell	747 -2	-0.3%	-$1.28K	0.2%	43
2025 Q2	$473K	Sell	749 -12	-2%	-$6.86K	0.21%	44
2025 Q1	$426K	Sell	761 -87	-10%	-$51.1K	0.21%	46
2024 Q4	$510K	Sell	848 -5	-0.6%	-$2.95K	0.23%	43
2024 Q3	$490K	Buy	853 +2	+0.2%	+$1.11K	0.22%	45
2024 Q2	$464K	Hold	851	–	–	0.21%	50
2024 Q1	$443K	Buy	851 +6	+0.7%	+$2.99K	0.2%	52
2023 Q4	$402K	Buy	+845	New	+$376K	0.21%	49

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

Balanced Wealth Group's SPY Position: Q1 2026 in Review

Balanced Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q1 2026, selling an estimated $21.8K and leaving 646 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #52.

Balanced Wealth Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $510K in Q4 2024. 4,552 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Balanced Wealth Group held 646 shares of State Street SPDR S&P 500 ETF Trust worth $420K as of Q1 2026.
Balanced Wealth Group sold 32 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $21.8K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Balanced Wealth Group's portfolio in Q1 2026, its #52 holding.
Balanced Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Balanced Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $510K in Q4 2024.
4,552 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.