Chokshi & Queen Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chokshi & Queen Wealth 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	$1.21M	Buy	1,867 +115	+7%	+$78.2K	0.65%	22
2025 Q4	$1.19M	Sell	1,752 -68	-4%	-$46K	0.62%	23
2025 Q3	$1.21M	Hold	1,820	–	–	0.64%	21
2025 Q2	$1.12M	Hold	1,820	–	–	0.64%	19
2025 Q1	$1.02M	Hold	1,820	–	–	0.62%	20
2024 Q4	$1.07M	Buy	+1,820	New	+$1.07M	0.66%	18

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

Chokshi & Queen Wealth Advisors's SPY Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.6% in Q1 2026, buying an estimated $78.2K and bringing the position to 1,867 shares worth $1.21M. The position accounts for 0.65% of the portfolio, ranked #22.

Chokshi & Queen Wealth Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Chokshi & Queen Wealth Advisors held 1,867 shares of State Street SPDR S&P 500 ETF Trust worth $1.21M as of Q1 2026.
Chokshi & Queen Wealth Advisors bought 115 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.2K.
State Street SPDR S&P 500 ETF Trust made up 0.65% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Chokshi & Queen Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 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 Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.