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

Destination Wealth Management’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	–	Sell	-300	Closed	-$40K	–	355
2025 Q4	$40K	Hold	300	–	–	﹤0.01%	292
2025 Q3	$37.5K	Buy	300 +200	+200%	+$128K	﹤0.01%	265
2025 Q2	$24.2K	Hold	100	–	–	﹤0.01%	257
2025 Q1	$18.6K	Hold	100	–	–	﹤0.01%	240
2024 Q4	$21.8K	Hold	100	–	–	﹤0.01%	232
2024 Q3	$20.8K	Hold	100	–	–	﹤0.01%	223
2024 Q2	$18.7K	Hold	100	–	–	﹤0.01%	203
2024 Q1	$17.1K	Hold	100	–	–	﹤0.01%	209
2023 Q4	$12.7K	Hold	100	–	–	﹤0.01%	201
2023 Q3	$9.48K	Hold	100	–	–	﹤0.01%	195
2023 Q2	$10.9K	Hold	100	–	–	﹤0.01%	196
2023 Q1	$8.18K	Buy	+100	New	+$39.9K	﹤0.01%	205

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

Destination Wealth Management's SPY Position: Q1 2026 in Review

Destination Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q1 2026, buying an estimated $27.9K and bringing the position to 23,789 shares worth $15.5M. The position accounts for 0.4% of the portfolio, ranked #68.

Destination Wealth Management first reported a position in SPY in Q3 2013 and has held it in 51 quarters since. The position peaked at $17M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Destination Wealth Management held 23,789 shares of State Street SPDR S&P 500 ETF Trust worth $15.5M as of Q1 2026.
Destination Wealth Management bought 41 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.9K.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Destination Wealth Management's portfolio in Q1 2026, its #68 holding.
Destination Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 51 quarters since.
Destination Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $17M in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.