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

Chico Wealth RIA’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	$764K	Buy	1,176 +2	+0.2%	+$1.36K	0.47%	19
2025 Q4	$801K	Buy	1,174 +79	+7%	+$53.4K	0.52%	16
2025 Q3	$729K	Hold	1,095	–	–	0.5%	15
2025 Q2	$676K	Buy	1,095 +1	+0.1%	+$572	0.54%	14
2025 Q1	$612K	Hold	1,094	–	–	0.53%	14
2024 Q4	$641K	Hold	1,094	–	–	0.56%	15
2024 Q3	$628K	Hold	1,094	–	–	0.54%	16
2024 Q2	$595K	Buy	1,094 +1	+0.1%	+$523	0.55%	16
2024 Q1	$572K	Hold	1,093	–	–	0.54%	16
2023 Q4	$519K	Buy	+1,093	New	+$487K	0.54%	15

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

Chico Wealth RIA's SPY Position: Q1 2026 in Review

Chico Wealth RIA increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,176 shares worth $764K. The position accounts for 0.47% of the portfolio, ranked #19.

Chico Wealth RIA first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $801K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Chico Wealth RIA held 1,176 shares of State Street SPDR S&P 500 ETF Trust worth $764K as of Q1 2026.
Chico Wealth RIA bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Chico Wealth RIA's portfolio in Q1 2026, its #19 holding.
Chico Wealth RIA first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Chico Wealth RIA's State Street SPDR S&P 500 ETF Trust position peaked at $801K 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 Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.