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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
2025
Q2 		– Sell
-18,400
Closed -$10.3M – 57
2025
Q1 		$10.3M Buy
+18,400
New +$10.8M 6.28% 5

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

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.