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

ClientFirst Wealth 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	$5.17M	Hold	7,950	–	–	4.36%	3
2025 Q4	$5.42M	Hold	7,950	–	–	4.35%	3
2025 Q3	$5.3M	Hold	7,950	–	–	4.24%	3
2025 Q2	$4.91M	Hold	7,950	–	–	5.02%	3
2025 Q1	$4.45M	Buy	7,950 +89	+1%	+$52.3K	5.04%	3
2024 Q4	$4.61M	Buy	+7,861	New	+$4.63M	4.66%	3
2023 Q3	$3.42M	Hold	7,861	–	–	4.16%	3
2023 Q2	$3.53M	Hold	7,861	–	–	4.2%	3
2023 Q1	$3.21M	Hold	7,861	–	–	4.27%	3
2022 Q4	$3.01M	Hold	7,861	–	–	3.82%	3
2022 Q3	$3.1M	Sell	7,861 -325	-4%	-$129K	3.85%	3
2022 Q2	$3.09M	Buy	8,186 +250	+3%	+$102K	4.7%	3
2022 Q1	$3.58M	Hold	7,936	–	–	3.3%	3
2021 Q4	$3.62M	Buy	+7,936	New	+$3.64M	3.25%	3

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

ClientFirst Wealth Management's SPY Position: Q1 2026 in Review

ClientFirst Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 7,950 shares worth $5.17M. The position accounts for 4.36% of the portfolio, ranked #3.

ClientFirst Wealth Management first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.42M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

ClientFirst Wealth Management held 7,950 shares of State Street SPDR S&P 500 ETF Trust worth $5.17M as of Q1 2026.
ClientFirst Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 4.36% of ClientFirst Wealth Management's portfolio in Q1 2026, its #3 holding.
ClientFirst Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.42M 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 ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.