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

BlueStem Wealth 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	$390K	Sell	599 -144	-19%	-$97.9K	0.04%	93
2025 Q4	$506K	Buy	743 +155	+26%	+$105K	0.06%	80
2025 Q3	$392K	Sell	588 -28	-5%	-$17.9K	0.04%	81
2025 Q2	$381K	Buy	616 +24	+4%	+$13.7K	0.05%	77
2025 Q1	$331K	Buy	592 +2	+0.3%	+$1.18K	0.05%	78
2024 Q4	$346K	Buy	+590	New	+$348K	0.05%	69

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

BlueStem Wealth Partners's SPY Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, selling an estimated $97.9K and leaving 599 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #93.

BlueStem Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

BlueStem Wealth Partners held 599 shares of State Street SPDR S&P 500 ETF Trust worth $390K as of Q1 2026.
BlueStem Wealth Partners sold 144 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $97.9K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of BlueStem Wealth Partners's portfolio in Q1 2026, its #93 holding.
BlueStem Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $506K in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.