CWC Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
CWC Advisors's SPY Position: Q1 2026 in Review
CWC Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 55% in Q1 2026, selling an estimated $460K and leaving 559 shares worth $364K. The position accounts for 0.17% of the portfolio, ranked #112.
CWC Advisors first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $843K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- CWC Advisors held 559 shares of State Street SPDR S&P 500 ETF Trust worth $364K as of Q1 2026.
- CWC Advisors sold 677 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $460K.
- State Street SPDR S&P 500 ETF Trust made up 0.17% of CWC Advisors's portfolio in Q1 2026, its #112 holding.
- CWC Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
- CWC Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $843K 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 CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.