Cresta Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Cresta Advisors’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	$34.6M	Buy	53,247 +3,695	+7%	+$2.51M	14.18%	1
2025 Q4	$33.8M	Buy	49,552 +279	+0.6%	+$189K	14.17%	1
2025 Q3	$32.8M	Buy	49,273 +2,481	+5%	+$1.59M	14.65%	1
2025 Q2	$28.9M	Sell	46,792 -463	-1%	-$265K	14.09%	1
2025 Q1	$26.4M	Buy	47,255 +6,515	+16%	+$3.83M	13.7%	1
2024 Q4	$23.4M	Hold	40,740	–	–	12.22%	1
2024 Q3	$23.4M	Buy	40,740 +3,179	+8%	+$1.76M	12.22%	1
2024 Q2	$20.4M	Sell	37,561 -130	-0.3%	-$68K	12.12%	1
2024 Q1	$19.7M	Buy	37,691 +2,549	+7%	+$1.27M	12.51%	1
2023 Q4	$16.7M	Buy	35,142 +2,931	+9%	+$1.31M	11.14%	1
2023 Q3	$13.8M	Buy	32,211 +8,648	+37%	+$3.85M	10.66%	1
2023 Q2	$10.4M	Buy	23,563 +7,919	+51%	+$3.32M	8.12%	3
2023 Q1	$6.4M	Buy	+15,644	New	+$6.24M	4.98%	7

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

Cresta Advisors's SPY Position: Q1 2026 in Review

Cresta Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, buying an estimated $2.51M and bringing the position to 53,247 shares worth $34.6M. The position accounts for 14.18% of the portfolio, ranked #1.

Cresta Advisors first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Cresta Advisors held 53,247 shares of State Street SPDR S&P 500 ETF Trust worth $34.6M as of Q1 2026.
Cresta Advisors bought 3,695 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.51M.
State Street SPDR S&P 500 ETF Trust made up 14.18% of Cresta Advisors's portfolio in Q1 2026, its #1 holding.
Cresta Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 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 Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.