Center For Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Center For Asset 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	$999K	Buy	1,533 +70	+5%	+$47.6K	0.5%	54
2025 Q4	$999K	Buy	1,463 +205	+16%	+$139K	0.52%	50
2025 Q3	$839K	Sell	1,258 -50	-4%	-$32.1K	0.45%	49
2025 Q2	$770K	Sell	1,308 -47	-3%	-$26.9K	0.47%	48
2025 Q1	$758K	Buy	1,355 +35	+3%	+$20.6K	0.46%	48
2024 Q4	$774K	Buy	1,320 +71	+6%	+$41.8K	0.5%	47
2024 Q3	$716K	Sell	1,249 -16	-1%	-$8.85K	0.43%	51
2024 Q2	$689K	Buy	1,265 +33	+3%	+$17.3K	0.46%	51
2024 Q1	$644K	Buy	1,232 +232	+23%	+$116K	0.53%	42
2023 Q4	$475K	Buy	1,000 +19	+2%	+$8.46K	0.43%	52
2023 Q3	$419K	Buy	981 +331	+51%	+$147K	0.42%	58
2023 Q2	$288K	Buy	650 +150	+30%	+$63K	0.27%	83
2023 Q1	$205K	Buy	+500	New	+$199K	0.2%	100
2022 Q1	–	Sell	-469	Closed	-$223K	–	143
2021 Q4	$223K	Buy	469 +4	+0.9%	+$1.84K	0.17%	107
2021 Q3	$200K	Buy	+465	New	+$205K	0.17%	104
2021 Q1	–	Sell	-587	Closed	-$220K	–	93
2020 Q4	$220K	Buy	+587	New	+$208K	0.22%	78

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

Center For Asset Management's SPY Position: Q1 2026 in Review

Center For Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q1 2026, buying an estimated $47.6K and bringing the position to 1,533 shares worth $999K. The position accounts for 0.5% of the portfolio, ranked #54.

Center For Asset Management first reported a position in SPY in Q4 2020 and has held it in 16 quarters since. The position peaked at $999K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Center For Asset Management held 1,533 shares of State Street SPDR S&P 500 ETF Trust worth $999K as of Q1 2026.
Center For Asset Management bought 70 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $47.6K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Center For Asset Management's portfolio in Q1 2026, its #54 holding.
Center For Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 16 quarters since.
Center For Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $999K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.