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

Burling 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	$16.3M	Buy	25,042 +421	+2%	+$286K	2.63%	8
2025 Q4	$16.8M	Sell	24,621 -3,360	-12%	-$2.27M	2.61%	9
2025 Q3	$18.6M	Buy	27,981 +13,439	+92%	+$8.61M	3.09%	8
2025 Q2	$8.98M	Buy	14,542 +5,936	+69%	+$3.39M	1.66%	14
2025 Q1	$4.81M	Buy	8,606 +427	+5%	+$251K	1.01%	28
2024 Q4	$4.79M	Buy	+8,179	New	+$4.82M	0.98%	27

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

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

Burling Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q1 2026, buying an estimated $286K and bringing the position to 25,042 shares worth $16.3M. The position accounts for 2.63% of the portfolio, ranked #8.

Burling Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.6M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Burling Wealth Partners held 25,042 shares of State Street SPDR S&P 500 ETF Trust worth $16.3M as of Q1 2026.
Burling Wealth Partners bought 421 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $286K.
State Street SPDR S&P 500 ETF Trust made up 2.63% of Burling Wealth Partners's portfolio in Q1 2026, its #8 holding.
Burling 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.
Burling Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $18.6M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.