Constant Guidance Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Constant Guidance Financial’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	$28.9M	Sell	44,451 -7,952	-15%	-$5.41M	19.99%	2
2025 Q4	$35.7M	Buy	52,403 +5,564	+12%	+$3.76M	25.14%	2
2025 Q3	$31.2M	Buy	46,839 +28,430	+154%	+$18.2M	24.91%	1
2025 Q2	$11.4M	Sell	18,409 -1,368	-7%	-$782K	11.44%	2
2025 Q1	$11.1M	Buy	19,777 +1,769	+10%	+$1.04M	13.92%	2
2024 Q4	$10.6M	Sell	18,008 -12,732	-41%	-$7.5M	9.09%	3
2024 Q3	$17.6M	Buy	30,740 +3,475	+13%	+$1.92M	14.43%	2
2024 Q2	$14.8M	Buy	27,265 +7,800	+40%	+$4.08M	15.38%	3
2024 Q1	$10M	Buy	19,465 +1,896	+11%	+$944K	9.24%	2
2023 Q4	$8.35M	Sell	17,569 -891	-5%	-$397K	8.51%	3
2023 Q3	$7.87M	Buy	+18,460	New	+$8.21M	10.39%	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

Constant Guidance Financial's SPY Position: Q1 2026 in Review

Constant Guidance Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q1 2026, selling an estimated $5.41M and leaving 44,451 shares worth $28.9M. The position accounts for 19.99% of the portfolio, ranked #2.

Constant Guidance Financial first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.7M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Constant Guidance Financial held 44,451 shares of State Street SPDR S&P 500 ETF Trust worth $28.9M as of Q1 2026.
Constant Guidance Financial sold 7,952 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.41M.
State Street SPDR S&P 500 ETF Trust made up 19.99% of Constant Guidance Financial's portfolio in Q1 2026, its #2 holding.
Constant Guidance Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
Constant Guidance Financial's State Street SPDR S&P 500 ETF Trust position peaked at $35.7M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.