Blueprint Financial Advisors’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
$8.9M Buy
13,678
+2,893
+27% +$1.97M 1.32% 17
2025
Q4
$7.35M Sell
10,785
-1,141
-10% -$771K 1.12% 19
2025
Q3
$7.94M Buy
11,926
+8,590
+257% +$5.51M 1.72% 13
2025
Q2
$2.06M Buy
+3,336
New +$1.91M 0.66% 45

Other funds holding SPY

Blueprint Financial Advisors's SPY Position: Q1 2026 in Review

Blueprint Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q1 2026, buying an estimated $1.97M and bringing the position to 13,678 shares worth $8.9M. The position accounts for 1.32% of the portfolio, ranked #17.

Blueprint Financial Advisors first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Blueprint Financial Advisors held 13,678 shares of State Street SPDR S&P 500 ETF Trust worth $8.9M as of Q1 2026.
  • Blueprint Financial Advisors bought 2,893 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.97M.
  • State Street SPDR S&P 500 ETF Trust made up 1.32% of Blueprint Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Blueprint Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 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 Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.