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

Blodgett Wealth 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	$1.63M	Hold	2,504	–	–	1.29%	15
2025 Q4	$1.71M	Hold	2,504	–	–	1.19%	16
2025 Q3	$1.67M	Hold	2,504	–	–	1.15%	16
2025 Q2	$1.55M	Hold	2,504	–	–	1.21%	16
2025 Q1	$1.4M	Hold	2,504	–	–	1.19%	18
2024 Q4	$1.47M	Hold	2,504	–	–	1.15%	16
2024 Q3	$1.44M	Hold	2,504	–	–	1.21%	16
2024 Q2	$1.36M	Hold	2,504	–	–	1.15%	17
2024 Q1	$1.31M	Hold	2,504	–	–	1.18%	16
2023 Q4	$1.19M	Hold	2,504	–	–	1.21%	18
2023 Q3	$1.07M	Hold	2,504	–	–	1.17%	20
2023 Q2	$1.11M	Hold	2,504	–	–	1.15%	20
2023 Q1	$1.03M	Sell	2,504 -100	-4%	-$39.9K	1.19%	22
2022 Q4	$996K	Hold	2,604	–	–	1.21%	23
2022 Q3	$930K	Sell	2,604 -80	-3%	-$31.8K	1.11%	24
2022 Q2	$1.01M	Buy	2,684 +180	+7%	+$73.7K	1.11%	22
2022 Q1	$1.13M	Hold	2,504	–	–	0.94%	28
2021 Q4	$1.19M	Buy	+2,504	New	+$1.15M	0.92%	25

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

Blodgett Wealth Advisors's SPY Position: Q1 2026 in Review

Blodgett Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,504 shares worth $1.63M. The position accounts for 1.29% of the portfolio, ranked #15.

Blodgett Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Blodgett Wealth Advisors held 2,504 shares of State Street SPDR S&P 500 ETF Trust worth $1.63M as of Q1 2026.
Blodgett Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 1.29% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Blodgett Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Blodgett Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.71M 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 Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.