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

DecisionPoint 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	$49.4K	Buy	76 +44	+138%	+$29.9K	0.01%	92
2025 Q4	$21.8K	Buy	32 +11	+52%	+$7.43K	﹤0.01%	133
2025 Q3	$14K	Buy	21 +3	+17%	+$1.92K	﹤0.01%	125
2025 Q2	$11.4K	Buy	+18	New	+$10.3K	﹤0.01%	141
2025 Q1	–	Sell	-24	Closed	-$14.2K	–	273
2024 Q4	$14.2K	Hold	24	–	–	﹤0.01%	141
2024 Q3	$13.8K	Hold	24	–	–	﹤0.01%	140
2024 Q2	$13.3K	Hold	24	–	–	﹤0.01%	141
2024 Q1	$12.2K	Hold	24	–	–	﹤0.01%	154
2023 Q4	$11.4K	Buy	+24	New	+$10.7K	﹤0.01%	126
2023 Q1	–	Sell	-8	Closed	-$3.06K	–	221
2022 Q4	$3.06K	Buy	+8	New	+$3.08K	﹤0.01%	131

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

DecisionPoint Financial's SPY Position: Q1 2026 in Review

DecisionPoint Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 138% in Q1 2026, buying an estimated $29.9K and bringing the position to 76 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #92.

DecisionPoint Financial first reported a position in SPY in Q4 2022 and has held it in 10 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

DecisionPoint Financial held 76 shares of State Street SPDR S&P 500 ETF Trust worth $49.4K as of Q1 2026.
DecisionPoint Financial bought 44 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $29.9K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #92 holding.
DecisionPoint Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 10 quarters since.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.