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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,100
Closed -$287K 581
2022
Q4
$287K Buy
+7,100
New +$2.73M 0.06% 163

Other funds holding SPY

Destiny Wealth Partners's SPY Position: Q1 2026 in Review

Destiny Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 47% in Q1 2026, buying an estimated $3.46M and bringing the position to 16,040 shares worth $10.4M. The position accounts for 1.14% of the portfolio, ranked #32.

Destiny Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Destiny Wealth Partners held 16,040 shares of State Street SPDR S&P 500 ETF Trust worth $10.4M as of Q1 2026.
  • Destiny Wealth Partners bought 5,094 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.46M.
  • State Street SPDR S&P 500 ETF Trust made up 1.14% of Destiny Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.