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

Elite 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
2013 Q4	–	Sell	-6	Closed	-$2K	–	912
2013 Q3	$2K	Buy	+6	New	+$1.01K	﹤0.01%	384

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 Wealth Management's SPY Position: Q1 2026 in Review

Elite Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, selling an estimated $205K and leaving 1,982 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #26.

Elite Wealth Management first reported a position in SPY in Q2 2013 and has held it in 46 quarters since. The position peaked at $33.2M in Q3 2014. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Elite Wealth Management held 1,982 shares of State Street SPDR S&P 500 ETF Trust worth $1.29M as of Q1 2026.
Elite Wealth Management sold 301 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $205K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Elite Wealth Management's portfolio in Q1 2026, its #26 holding.
Elite Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 46 quarters since.
Elite Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $33.2M in Q3 2014.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.