Correct Capital Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Correct Capital Wealth Management's SPY Position: Q1 2026 in Review
Correct Capital Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 71% in Q1 2026, selling an estimated $30M and leaving 17,787 shares worth $11.6M. The position accounts for 2.16% of the portfolio, ranked #11.
Correct Capital Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $42.2M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Correct Capital Wealth Management held 17,787 shares of State Street SPDR S&P 500 ETF Trust worth $11.6M as of Q1 2026.
- Correct Capital Wealth Management sold 44,116 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $30M.
- State Street SPDR S&P 500 ETF Trust made up 2.16% of Correct Capital Wealth Management's portfolio in Q1 2026, its #11 holding.
- Correct Capital Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Correct Capital Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $42.2M 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 Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.