Elite Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Elite Financial’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	$489K	Buy	751 +1	+0.1%	+$680	0.22%	37
2025 Q4	$513K	Sell	750 -33	-4%	-$22.3K	0.23%	36
2025 Q3	$534K	Sell	783 -50	-6%	-$32.1K	0.24%	34
2025 Q2	$526K	Buy	833 +1	+0.1%	+$572	0.26%	37
2025 Q1	$465K	Hold	832	–	–	0.25%	35
2024 Q4	$487K	Buy	+832	New	+$490K	0.26%	33

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

Elite Financial's SPY Position: Q1 2026 in Review

Elite Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, buying an estimated $680 and bringing the position to 751 shares worth $489K. The position accounts for 0.22% of the portfolio, ranked #37.

Elite Financial first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $534K in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Elite Financial held 751 shares of State Street SPDR S&P 500 ETF Trust worth $489K as of Q1 2026.
Elite Financial bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Elite Financial's portfolio in Q1 2026, its #37 holding.
Elite Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Elite Financial's State Street SPDR S&P 500 ETF Trust position peaked at $534K in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.