Duncan Williams Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Duncan Williams Asset Management's SPY Position: Q1 2026 in Review
Duncan Williams Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q1 2026, selling an estimated $804K and leaving 4,096 shares worth $2.66M. The position accounts for 0.74% of the portfolio, ranked #26.
Duncan Williams Asset Management first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.62M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Duncan Williams Asset Management held 4,096 shares of State Street SPDR S&P 500 ETF Trust worth $2.66M as of Q1 2026.
- Duncan Williams Asset Management sold 1,183 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $804K.
- State Street SPDR S&P 500 ETF Trust made up 0.74% of Duncan Williams Asset Management's portfolio in Q1 2026, its #26 holding.
- Duncan Williams Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
- Duncan Williams Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.62M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.