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

BetterWealth’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	$248K	Sell	381 -44	-10%	-$29.9K	0.05%	69
2025 Q4	$290K	Sell	425 -1	-0.2%	-$676	0.07%	53
2025 Q3	$284K	Hold	426	–	–	0.07%	55
2025 Q2	$263K	Buy	426 +1	+0.2%	+$572	0.07%	53
2025 Q1	$238K	Buy	+425	New	+$250K	0.07%	55
2024 Q3	–	Sell	-479	Closed	-$261K	–	66
2024 Q2	$261K	Sell	479 -12	-2%	-$6.28K	0.08%	48
2024 Q1	$257K	Sell	491 -43	-8%	-$21.4K	0.08%	52
2023 Q4	$254K	Sell	534 -10	-2%	-$4.46K	0.09%	53
2023 Q3	$233K	Sell	544 -12	-2%	-$5.34K	0.09%	44
2023 Q2	$246K	Hold	556	–	–	0.1%	39
2023 Q1	$228K	Hold	556	–	–	0.09%	39
2022 Q4	$213K	Buy	+556	New	+$214K	0.1%	36
2022 Q3	–	Sell	-556	Closed	-$210K	–	38
2022 Q2	$210K	Hold	556	–	–	0.1%	35
2022 Q1	$251K	Sell	556 -23	-4%	-$10.2K	0.34%	26
2021 Q4	$275K	Buy	+579	New	+$266K	0.19%	29

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

BetterWealth's SPY Position: Q1 2026 in Review

BetterWealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q1 2026, selling an estimated $29.9K and leaving 381 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #69.

BetterWealth first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. The position peaked at $290K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

BetterWealth held 381 shares of State Street SPDR S&P 500 ETF Trust worth $248K as of Q1 2026.
BetterWealth sold 44 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $29.9K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of BetterWealth's portfolio in Q1 2026, its #69 holding.
BetterWealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
BetterWealth's State Street SPDR S&P 500 ETF Trust position peaked at $290K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.