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

Discipline Wealth Solutions’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	$1.25M	Buy	1,915 +456	+31%	+$310K	0.13%	72
2025 Q4	$995K	Buy	1,459 +622	+74%	+$420K	0.18%	67
2025 Q3	$557K	Buy	+837	New	+$537K	0.15%	89

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

Discipline Wealth Solutions's SPY Position: Q1 2026 in Review

Discipline Wealth Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q1 2026, buying an estimated $310K and bringing the position to 1,915 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #72.

Discipline Wealth Solutions first reported a position in SPY in Q3 2025 and has held it in 3 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Discipline Wealth Solutions held 1,915 shares of State Street SPDR S&P 500 ETF Trust worth $1.25M as of Q1 2026.
Discipline Wealth Solutions bought 456 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $310K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Discipline Wealth Solutions's portfolio in Q1 2026, its #72 holding.
Discipline Wealth Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 3 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.