Cahill Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cahill Financial Advisors’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	$3.56M	Sell	5,478 -209	-4%	-$142K	0.39%	48
2025 Q4	$3.88M	Sell	5,687 -277	-5%	-$187K	0.42%	44
2025 Q3	$3.97M	Sell	5,964 -443	-7%	-$284K	0.45%	44
2025 Q2	$3.96M	Sell	6,407 -89	-1%	-$50.9K	0.49%	37
2025 Q1	$3.63M	Buy	6,496 +179	+3%	+$105K	0.49%	36
2024 Q4	$3.7M	Buy	6,317 +654	+12%	+$385K	0.5%	34
2024 Q3	$3.25M	Sell	5,663 -127	-2%	-$70.2K	0.44%	37
2024 Q2	$3.15M	Sell	5,790 -27	-0.5%	-$14.1K	0.43%	46
2024 Q1	$3.04M	Sell	5,817 -679	-10%	-$338K	0.42%	50
2023 Q4	$3.09M	Buy	6,496 +408	+7%	+$182K	0.46%	45
2023 Q3	$2.6M	Sell	6,088 -191	-3%	-$85K	0.43%	47
2023 Q2	$2.78M	Buy	6,279 +3	+0%	+$1.26K	0.45%	47
2023 Q1	$2.57M	Buy	6,276 +5	+0.1%	+$2K	0.46%	49
2022 Q4	$2.4M	Buy	6,271 +800	+15%	+$307K	0.46%	48
2022 Q3	$1.95M	Buy	5,471 +3,799	+227%	+$1.51M	0.41%	60
2022 Q2	$631K	Buy	1,672 +2	+0.1%	+$819	0.13%	135
2022 Q1	$754K	Buy	1,670 +2	+0.1%	+$890	0.14%	133
2021 Q4	$792K	Buy	1,668 +59	+4%	+$27.1K	0.15%	123
2021 Q3	$690K	Buy	1,609 +556	+53%	+$245K	0.14%	132
2021 Q2	$451K	Buy	1,053 +2	+0.2%	+$835	0.1%	151
2021 Q1	$417K	Buy	1,051 +3	+0.3%	+$1.16K	0.1%	148
2020 Q4	$392K	Buy	+1,048	New	+$372K	0.1%	145
2018 Q3	–	Sell	-6,316	Closed	-$1.71M	–	159
2018 Q2	$1.71M	Buy	6,316 +3,260	+107%	+$880K	0.79%	36
2018 Q1	$805K	Buy	+3,056	New	+$834K	0.38%	70

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

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

Cahill Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q1 2026, selling an estimated $142K and leaving 5,478 shares worth $3.56M. The position accounts for 0.39% of the portfolio, ranked #48.

Cahill Financial Advisors first reported a position in SPY in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.97M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cahill Financial Advisors held 5,478 shares of State Street SPDR S&P 500 ETF Trust worth $3.56M as of Q1 2026.
Cahill Financial Advisors sold 209 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $142K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Cahill Financial Advisors's portfolio in Q1 2026, its #48 holding.
Cahill Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 24 quarters since.
Cahill Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.97M in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.