Connecticut Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Connecticut Wealth Management's SPY Position: Q1 2026 in Review
Connecticut Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.6% in Q1 2026, buying an estimated $2.02M and bringing the position to 41,980 shares worth $27.3M. The position accounts for 1.14% of the portfolio, ranked #21.
Connecticut Wealth Management first reported a position in SPY in Q3 2020 and has held it in 23 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Connecticut Wealth Management held 41,980 shares of State Street SPDR S&P 500 ETF Trust worth $27.3M as of Q1 2026.
- Connecticut Wealth Management bought 2,976 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.02M.
- State Street SPDR S&P 500 ETF Trust made up 1.14% of Connecticut Wealth Management's portfolio in Q1 2026, its #21 holding.
- Connecticut Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 23 quarters since.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.