Bellwether Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bellwether Advisors’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	$5.47M	Buy	8,409 +2	+0%	+$1.36K	0.93%	26
2025 Q4	$5.73M	Sell	8,407 -17	-0.2%	-$11.5K	0.91%	22
2025 Q3	$5.61M	Buy	8,424 +2	+0%	+$1.28K	0.93%	21
2025 Q2	$5.2M	Buy	8,422 +130	+2%	+$74.3K	0.89%	29
2025 Q1	$4.64M	Buy	8,292 +5,021	+154%	+$2.95M	0.97%	25
2024 Q4	$1.92M	Sell	3,271 -36,432	-92%	-$21.5M	0.34%	45
2024 Q3	$22.8M	Buy	39,703 +38,644	+3,649%	+$21.4M	4.38%	5
2024 Q2	$576K	Buy	1,059 +121	+13%	+$63.3K	0.12%	84
2024 Q1	$490K	Buy	938 +43	+5%	+$21.4K	0.11%	92
2023 Q4	$426K	Buy	895 +18	+2%	+$8.02K	0.1%	93
2023 Q3	$375K	Sell	877 -154	-15%	-$68.5K	0.1%	94
2023 Q2	$457K	Sell	1,031 -146	-12%	-$61.3K	0.13%	64
2023 Q1	$482K	Sell	1,177 -198	-14%	-$79K	0.13%	93
2022 Q4	$526K	Sell	1,375 -180	-12%	-$69.2K	0.15%	92
2022 Q3	$555K	Sell	1,555 -1,205	-44%	-$479K	0.18%	67
2022 Q2	$1.04M	Sell	2,760 -11	-0.4%	-$4.51K	0.33%	61
2022 Q1	$1.25M	Buy	2,771 +281	+11%	+$125K	0.37%	53
2021 Q4	$1.18M	Sell	2,490 -24	-1%	-$11K	0.37%	53
2021 Q3	$1.08M	Sell	2,514 -300	-11%	-$132K	0.36%	60
2021 Q2	$1.2M	Buy	2,814 +21	+0.8%	+$8.77K	0.42%	56
2021 Q1	$1.11M	Buy	2,793 +73	+3%	+$28.2K	0.44%	53
2020 Q4	$1.02M	Buy	+2,720	New	+$965K	0.45%	44

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

Bellwether Advisors's SPY Position: Q1 2026 in Review

Bellwether Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.02% in Q1 2026, buying an estimated $1.36K and bringing the position to 8,409 shares worth $5.47M. The position accounts for 0.93% of the portfolio, ranked #26.

Bellwether Advisors first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.8M in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bellwether Advisors held 8,409 shares of State Street SPDR S&P 500 ETF Trust worth $5.47M as of Q1 2026.
Bellwether Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.93% of Bellwether Advisors's portfolio in Q1 2026, its #26 holding.
Bellwether Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Bellwether Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $22.8M in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.