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

Clearview 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 Q4	$265K	Buy	389 +7	+2%	+$4.73K	0.17%	94
2025 Q3	$255K	Buy	382 +1	+0.3%	+$641	0.16%	95
2025 Q2	$235K	Buy	+381	New	+$218K	0.16%	96
2025 Q1	–	Sell	-363	Closed	-$213K	–	103
2024 Q4	$213K	Buy	+363	New	+$214K	0.16%	94
2023 Q3	–	Sell	-119	Closed	-$52.8K	–	555
2023 Q2	$52.8K	Hold	119	–	–	0.05%	194
2023 Q1	$48.7K	Sell	119 -211	-64%	-$84.2K	0.05%	202
2022 Q4	$126K	Sell	330 -12	-4%	-$4.61K	0.1%	102
2022 Q3	$122K	Buy	342 +30	+10%	+$11.9K	0.1%	98
2022 Q2	$118K	Buy	312 +13	+4%	+$5.33K	0.09%	110
2022 Q1	$135K	Buy	299 +34	+13%	+$15.1K	0.09%	111
2021 Q4	$126K	Buy	265 +13	+5%	+$5.97K	0.08%	137
2021 Q3	$108K	Hold	252	–	–	0.07%	152
2021 Q2	$108K	Buy	252 +29	+13%	+$12.1K	0.07%	154
2021 Q1	$88K	Buy	+223	New	+$86K	0.06%	172

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearview Wealth Advisors's SPY Position: Q4 2025 in Review

Clearview Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q4 2025, buying an estimated $4.73K and bringing the position to 389 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #94.

Clearview Wealth Advisors first reported a position in SPY in Q1 2021 and has held it in 14 quarters since. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Clearview Wealth Advisors held 389 shares of State Street SPDR S&P 500 ETF Trust worth $265K as of Q4 2025.
Clearview Wealth Advisors bought 7 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $4.73K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Clearview Wealth Advisors's portfolio in Q4 2025, its #94 holding.
Clearview Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 14 quarters since.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.