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

Cadence Wealth Management’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	–	Sell	-303	Closed	-$207K	–	59
2025 Q4	$207K	Buy	303 +2	+0.7%	+$1.35K	0.1%	55
2025 Q3	$200K	Buy	+301	New	+$193K	0.11%	57
2025 Q2	–	Sell	-421	Closed	-$235K	–	52
2025 Q1	$235K	Buy	421 +19	+5%	+$11.2K	0.17%	43
2024 Q4	$236K	Buy	402 +7	+2%	+$4.12K	0.16%	44
2024 Q3	$227K	Buy	395 +26	+7%	+$14.4K	0.18%	43
2024 Q2	$201K	Sell	369 -20	-5%	-$10.5K	0.14%	46
2024 Q1	$203K	Buy	+389	New	+$194K	0.21%	39

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

Cadence Wealth Management's SPY Position: Q1 2026 in Review

Cadence Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 303 shares — an estimated $207K sold.

Cadence Wealth Management first reported a position in SPY in Q1 2024 and held it in 7 quarters. The position peaked at $236K in Q4 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cadence Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Cadence Wealth Management sold 303 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $207K.
Cadence Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and held it in 7 quarters.
Cadence Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $236K in Q4 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.