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

Drive 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
2025 Q4	–	Sell	-430	Closed	-$287K	–	422
2025 Q3	$287K	Sell	430 -1,040	-71%	-$667K	0.06%	240
2025 Q2	$910K	Buy	1,470 +173	+13%	+$98.9K	0.2%	101
2025 Q1	$728K	Buy	1,297 +6	+0.5%	+$3.53K	0.17%	107
2024 Q4	$758K	Sell	1,291 -28	-2%	-$16.5K	0.19%	97
2024 Q3	$759K	Buy	1,319 +497	+60%	+$275K	0.2%	92
2024 Q2	$449K	Buy	822 +8	+1%	+$4.19K	0.12%	146
2024 Q1	$427K	Sell	814 -915	-53%	-$456K	0.12%	159
2023 Q4	$825K	Sell	1,729 -190	-10%	-$84.6K	0.27%	78
2023 Q3	$823K	Buy	1,919 +45	+2%	+$20K	0.3%	71
2023 Q2	$834K	Sell	1,874 -272	-13%	-$114K	0.31%	72
2023 Q1	$882K	Buy	2,146 +407	+23%	+$162K	0.37%	63
2022 Q4	$668K	Buy	+1,739	New	+$668K	0.33%	73
2022 Q1	–	Sell	-4,447	Closed	-$2.12M	–	191
2021 Q4	$2.12M	Buy	+4,447	New	+$2.04M	1.86%	7

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Drive Wealth Management's SPY Position: Q4 2025 in Review

Drive Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 430 shares — an estimated $287K sold.

Drive Wealth Management first reported a position in SPY in Q4 2021 and held it in 13 quarters. The position peaked at $2.12M in Q4 2021. 4,629 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Drive Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 430 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $287K.
Drive Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 13 quarters.
Drive Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.12M in Q4 2021.
4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.