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

Bingham Private Wealth’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	$3.36M	Buy	5,171 +1,310	+34%	+$891K	2.67%	6
2025 Q4	$2.63M	Buy	+3,861	New	+$2.61M	2.27%	8
2025 Q2	$2.32M	Buy	3,760 +29	+0.8%	+$16.6K	2.21%	6
2025 Q1	$2.09M	Sell	3,731 -159	-4%	-$93.5K	2.16%	5
2024 Q4	$2.28M	Buy	+3,890	New	+$2.29M	2.43%	6

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

Bingham Private Wealth's SPY Position: Q1 2026 in Review

Bingham Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 34% in Q1 2026, buying an estimated $891K and bringing the position to 5,171 shares worth $3.36M. The position accounts for 2.67% of the portfolio, ranked #6.

Bingham Private Wealth first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Bingham Private Wealth held 5,171 shares of State Street SPDR S&P 500 ETF Trust worth $3.36M as of Q1 2026.
Bingham Private Wealth bought 1,310 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $891K.
State Street SPDR S&P 500 ETF Trust made up 2.67% of Bingham Private Wealth's portfolio in Q1 2026, its #6 holding.
Bingham Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.