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Ball & Co Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ball & Co Wealth Management’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 		– Sell
-817
Closed -$558K – 85
2025
Q4 		$558K Buy
+817
New +$552K 0.36% 20

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ball & Co Wealth Management's SPY Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 817 shares — an estimated $558K sold.

Ball & Co Wealth Management first reported a position in SPY in Q4 2025 and held it in 1 quarter. The position peaked at $558K in Q4 2025. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Ball & Co Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 817 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $558K.
  • Ball & Co Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and held it in 1 quarter.
  • Ball & Co Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $558K in Q4 2025.
  • 4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.