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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.72M Sell
7,254
-308
-4% -$209K 1.04% 14
2025
Q4
$5.16M Buy
7,562
+86
+1% +$58.1K 1.11% 13
2025
Q3
$4.98M Sell
7,476
-36
-0.5% -$23.1K 1.09% 13
2025
Q2
$4.64M Sell
7,512
-40
-0.5% -$22.9K 1.09% 13
2025
Q1
$4.22M Buy
7,552
+807
+12% +$474K 1.07% 14
2024
Q4
$3.95M Buy
6,745
+1,085
+19% +$639K 0.97% 14
2024
Q3
$3.25M Sell
5,660
-101
-2% -$55.8K 0.79% 14
2024
Q2
$3.14M Buy
5,761
+3
+0.1% +$1.57K 0.81% 14
2024
Q1
$3.01M Sell
5,758
-457
-7% -$228K 0.79% 14
2023
Q4
$2.95M Buy
6,215
+362
+6% +$161K 0.84% 14
2023
Q3
$2.5M Sell
5,853
-38
-0.6% -$16.9K 0.83% 12
2023
Q2
$2.61M Buy
5,891
+3
+0.1% +$1.26K 0.84% 12
2023
Q1
$2.41M Sell
5,888
-69
-1% -$27.5K 1.05% 12
2022
Q4
$2.28M Buy
5,957
+4
+0.1% +$1.54K 0.99% 17
2022
Q3
$2.13M Buy
5,953
+3
+0.1% +$1.19K 1.03% 14
2022
Q2
$2.24M Sell
5,950
-30
-0.5% -$12.3K 1.04% 14
2022
Q1
$2.7M Sell
5,980
-6
-0.1% -$2.67K 1.09% 12
2021
Q4
$2.84M Sell
5,986
-46
-0.8% -$21.1K 1.08% 12
2021
Q3
$2.59M Buy
6,032
+3
+0% +$1.32K 1.05% 13
2021
Q2
$2.58M Sell
6,029
-1
-0% -$417 1.03% 13
2021
Q1
$2.39M Sell
6,030
-284
-4% -$110K 0.99% 14
2020
Q4
$2.36M Sell
6,314
-27
-0.4% -$9.58K 0.99% 12
2020
Q3
$2.12M Buy
6,341
+4
+0.1% +$1.33K 1.01% 12
2020
Q2
$1.95M Buy
6,337
+394
+7% +$115K 1.02% 12
2020
Q1
$1.53M Buy
5,943
+215
+4% +$65.6K 1.02% 12
2019
Q4
$1.84M Sell
5,728
-104
-2% -$32K 1.02% 12
2019
Q3
$1.73M Sell
5,832
-150
-3% -$44.3K 1.03% 11
2019
Q2
$1.75M Buy
5,982
+1
+0% +$288 1.06% 11
2019
Q1
$1.69M Buy
5,981
+5
+0.1% +$1.36K 1.04% 11
2018
Q4
$1.49M Sell
5,976
-71
-1% -$19.1K 1% 14
2018
Q3
$1.76M Sell
6,047
-159
-3% -$45.3K 1.11% 10
2018
Q2
$1.68M Sell
6,206
-14
-0.2% -$3.78K 1.12% 10
2018
Q1
$1.64M Sell
6,220
-106
-2% -$28.9K 1.09% 10
2017
Q4
$1.69M Buy
6,326
+153
+2% +$39.8K 1.07% 12
2017
Q3
$1.55M Sell
6,173
-126
-2% -$31.1K 1.15% 11
2017
Q2
$1.52M Sell
6,299
-81
-1% -$19.4K 1.28% 10
2017
Q1
$1.5M Buy
6,380
+821
+15% +$191K 1.28% 10
2016
Q4
$1.24M Buy
+5,559
New +$1.21M 1.16% 10

Other funds holding SPY

Blankinship & Foster's SPY Position: Q1 2026 in Review

Blankinship & Foster reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q1 2026, selling an estimated $209K and leaving 7,254 shares worth $4.72M. The position accounts for 1.04% of the portfolio, ranked #14.

Blankinship & Foster first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.16M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Blankinship & Foster held 7,254 shares of State Street SPDR S&P 500 ETF Trust worth $4.72M as of Q1 2026.
  • Blankinship & Foster sold 308 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $209K.
  • State Street SPDR S&P 500 ETF Trust made up 1.04% of Blankinship & Foster's portfolio in Q1 2026, its #14 holding.
  • Blankinship & Foster first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
  • Blankinship & Foster's State Street SPDR S&P 500 ETF Trust position peaked at $5.16M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.