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

Conscious Wealth Investments’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	$13.4M	Sell	19,201 -1,178	-6%	-$801K	7.49%	1
2025 Q4	$13.8M	Sell	20,379 -2,313	-10%	-$1.56M	8.29%	1
2025 Q3	$15.5M	Sell	22,692 -27	-0.1%	-$17.3K	9.18%	1
2025 Q2	$14.4M	Buy	22,719 +133	+0.6%	+$76K	9.22%	1
2025 Q1	$12.7M	Sell	22,586 -2,184	-9%	-$1.28M	8.85%	1
2024 Q4	$14.8M	Buy	24,770 +266	+1%	+$157K	10.04%	1
2024 Q3	$14.2M	Buy	24,504 +44	+0.2%	+$24.3K	9.74%	1
2024 Q2	$13.5M	Buy	24,460 +13	+0.1%	+$6.8K	9.73%	1
2024 Q1	$12.3M	Buy	24,447 +1,675	+7%	+$834K	9.36%	1
2023 Q4	$11.1M	Buy	+22,772	New	+$10.1M	8.86%	1

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

Conscious Wealth Investments's SPY Position: Q1 2026 in Review

Conscious Wealth Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q1 2026, selling an estimated $801K and leaving 19,201 shares worth $13.4M. The position accounts for 7.49% of the portfolio, ranked #1.

Conscious Wealth Investments first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.5M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Conscious Wealth Investments held 19,201 shares of State Street SPDR S&P 500 ETF Trust worth $13.4M as of Q1 2026.
Conscious Wealth Investments sold 1,178 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $801K.
State Street SPDR S&P 500 ETF Trust made up 7.49% of Conscious Wealth Investments's portfolio in Q1 2026, its #1 holding.
Conscious Wealth Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's State Street SPDR S&P 500 ETF Trust position peaked at $15.5M in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.