Curry Webb Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Curry Webb Wealth Management's SPY Position: Q1 2026 in Review
Curry Webb Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q1 2026, selling an estimated $572K and leaving 9,480 shares worth $6.17M. The position accounts for 2.91% of the portfolio, ranked #11.
Curry Webb Wealth Management first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.04M in Q4 2025. 4,572 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Curry Webb Wealth Management held 9,480 shares of State Street SPDR S&P 500 ETF Trust worth $6.17M as of Q1 2026.
- Curry Webb Wealth Management sold 842 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $572K.
- State Street SPDR S&P 500 ETF Trust made up 2.91% of Curry Webb Wealth Management's portfolio in Q1 2026, its #11 holding.
- Curry Webb Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
- Curry Webb Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $7.04M in Q4 2025.
- 4,572 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.