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

Delos Wealth 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	$52K	Sell	80 -34	-30%	-$23.1K	0.03%	121
2025 Q4	$77.7K	Sell	114 -115	-50%	-$77.7K	0.05%	78
2025 Q3	$153K	Buy	229 +48	+27%	+$30.8K	0.1%	65
2025 Q2	$112K	Buy	+181	New	+$103K	0.09%	68
2025 Q1	–	Sell	-76	Closed	-$44.5K	–	168
2024 Q4	$44.5K	Buy	76 +42	+124%	+$24.7K	0.04%	77
2024 Q3	$19.5K	Buy	+34	New	+$18.8K	0.02%	99

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

Delos Wealth Advisors's SPY Position: Q1 2026 in Review

Delos Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q1 2026, selling an estimated $23.1K and leaving 80 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #121.

Delos Wealth Advisors first reported a position in SPY in Q3 2024 and has held it in 6 quarters since. The position peaked at $153K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Delos Wealth Advisors held 80 shares of State Street SPDR S&P 500 ETF Trust worth $52K as of Q1 2026.
Delos Wealth Advisors sold 34 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $23.1K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Delos Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Delos Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 6 quarters since.
Delos Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $153K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.