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Cassady Wealth & Retirement Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cassady Wealth & Retirement Planning’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 		$365K Hold
508
– – 0.19% 79
2025
Q4 		$346K Buy
+508
New +$343K 0.23% 73

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassady Wealth & Retirement Planning's SPY Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 508 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #79.

Cassady Wealth & Retirement Planning first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 508 shares of State Street SPDR S&P 500 ETF Trust worth $365K as of Q1 2026.
  • Cassady Wealth & Retirement Planning left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.19% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #79 holding.
  • Cassady Wealth & Retirement Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.