Blueprint Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Blueprint Investment Partners’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	$10.1M	Buy	15,573 +2,672	+21%	+$1.82M	1.03%	22
2025 Q4	$8.8M	Sell	12,901 -594	-4%	-$401K	0.94%	21
2025 Q3	$8.99M	Buy	13,495 +429	+3%	+$275K	1.26%	17
2025 Q2	$8.07M	Buy	13,066 +1,960	+18%	+$1.12M	1.43%	17
2025 Q1	$6.21M	Sell	11,106 -58	-0.5%	-$34.1K	1.13%	24
2024 Q4	$6.54M	Buy	11,164 +6,607	+145%	+$3.89M	1.04%	23
2024 Q3	$2.61M	Sell	4,557 -95	-2%	-$52.5K	0.47%	41
2024 Q2	$2.53M	Sell	4,652 -2,389	-34%	-$1.25M	0.55%	35
2024 Q1	$3.68M	Buy	7,041 +100	+1%	+$49.8K	0.73%	27
2023 Q4	$3.3M	Buy	6,941 +146	+2%	+$65K	0.91%	21
2023 Q3	$2.91M	Buy	6,795 +214	+3%	+$95.2K	0.93%	25
2023 Q2	$2.92M	Sell	6,581 -4,159	-39%	-$1.75M	1.05%	19
2023 Q1	$4.4M	Sell	10,740 -5,590	-34%	-$2.23M	1%	29
2022 Q4	$6.24M	Buy	16,330 +12,259	+301%	+$4.71M	1.32%	17
2022 Q3	$1.45M	Sell	4,071 -50	-1%	-$19.9K	0.4%	49
2022 Q2	$1.55M	Sell	4,121 -3,850	-48%	-$1.58M	0.42%	43
2022 Q1	$3.31M	Buy	7,971 +6	+0.1%	+$2.67K	0.85%	30
2021 Q4	$3.78M	Buy	+7,965	New	+$3.66M	0.93%	29

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

Blueprint Investment Partners's SPY Position: Q1 2026 in Review

Blueprint Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q1 2026, buying an estimated $1.82M and bringing the position to 15,573 shares worth $10.1M. The position accounts for 1.03% of the portfolio, ranked #22.

Blueprint Investment Partners first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Blueprint Investment Partners held 15,573 shares of State Street SPDR S&P 500 ETF Trust worth $10.1M as of Q1 2026.
Blueprint Investment Partners bought 2,672 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.82M.
State Street SPDR S&P 500 ETF Trust made up 1.03% of Blueprint Investment Partners's portfolio in Q1 2026, its #22 holding.
Blueprint Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.