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

Birchcreek 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	$1.02M	Buy	1,565 +1	+0.1%	+$680	0.49%	39
2025 Q4	$1.07M	Hold	1,564	–	–	0.52%	34
2025 Q3	$1.04M	Hold	1,564	–	–	0.54%	35
2025 Q2	$966K	Buy	1,564 +8	+0.5%	+$4.57K	0.55%	38
2025 Q1	$871K	Hold	1,556	–	–	0.55%	40
2024 Q4	$912K	Hold	1,556	–	–	0.57%	37
2024 Q3	$893K	Hold	1,556	–	–	0.59%	35
2024 Q2	$847K	Buy	1,556 +1	+0.1%	+$523	0.48%	49
2024 Q1	$814K	Sell	1,555 -165	-10%	-$82.1K	0.43%	58
2023 Q4	$818K	Buy	1,720 +150	+10%	+$66.8K	0.49%	50
2023 Q3	$671K	Buy	1,570 +12	+0.8%	+$5.34K	0.45%	55
2023 Q2	$691K	Buy	1,558 +165	+12%	+$69.2K	0.48%	55
2023 Q1	$570K	Hold	1,393	–	–	0.45%	59
2022 Q4	$533K	Sell	1,393 -199	-13%	-$76.5K	0.47%	59
2022 Q3	$569K	Hold	1,592	–	–	0.53%	52
2022 Q2	$601K	Buy	1,592 +1,035	+186%	+$424K	0.54%	50
2022 Q1	$252K	Sell	557 -4	-0.7%	-$1.78K	0.22%	100
2021 Q4	$266K	Buy	+561	New	+$258K	0.23%	95
2021 Q1	–	Sell	-356	Closed	-$132K	–	264
2020 Q4	$132K	Buy	+356	New	+$126K	0.13%	127

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

Birchcreek Wealth Management's SPY Position: Q1 2026 in Review

Birchcreek Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q1 2026, buying an estimated $680 and bringing the position to 1,565 shares worth $1.02M. The position accounts for 0.49% of the portfolio, ranked #39.

Birchcreek Wealth Management first reported a position in SPY in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Birchcreek Wealth Management held 1,565 shares of State Street SPDR S&P 500 ETF Trust worth $1.02M as of Q1 2026.
Birchcreek Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Birchcreek Wealth Management's portfolio in Q1 2026, its #39 holding.
Birchcreek Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 19 quarters since.
Birchcreek Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.07M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.