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

Eagle Bluffs 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	$1.11M	Sell	1,707 -776	-31%	-$528K	0.43%	46
2025 Q4	$1.7M	Buy	2,483 +784	+46%	+$530K	0.69%	38
2025 Q3	$1.13M	Hold	1,699	–	–	0.49%	45
2025 Q2	$1.05M	Buy	1,699 +145	+9%	+$82.9K	0.5%	42
2025 Q1	$872K	Hold	1,554	–	–	0.46%	48
2024 Q4	$914K	Hold	1,554	–	–	0.49%	42
2024 Q3	$894K	Hold	1,554	–	–	0.48%	44
2024 Q2	$848K	Hold	1,554	–	–	0.49%	43
2024 Q1	$815K	Hold	1,554	–	–	0.51%	47
2023 Q4	$742K	Hold	1,554	–	–	0.51%	47
2023 Q3	$667K	Hold	1,554	–	–	0.51%	45
2023 Q2	$691K	Hold	1,554	–	–	0.53%	44
2023 Q1	$639K	Hold	1,554	–	–	0.52%	45
2022 Q4	$594K	Hold	1,554	–	–	0.62%	41
2022 Q3	$555K	Hold	1,554	–	–	0.64%	41
2022 Q2	$586K	Hold	1,554	–	–	0.63%	42
2022 Q1	$702K	Hold	1,554	–	–	0.68%	40
2021 Q4	$738K	Buy	+1,554	New	+$713K	0.77%	36

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

Eagle Bluffs Wealth Management's SPY Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q1 2026, selling an estimated $528K and leaving 1,707 shares worth $1.11M. The position accounts for 0.43% of the portfolio, ranked #46.

Eagle Bluffs Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Eagle Bluffs Wealth Management held 1,707 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q1 2026.
Eagle Bluffs Wealth Management sold 776 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $528K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #46 holding.
Eagle Bluffs Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Eagle Bluffs Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.7M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.