Elwood & Goetz Wealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$3.74M	Buy	5,756 +917	+19%	+$623K	0.64%	22
2025 Q4	$3.3M	Buy	4,839 +233	+5%	+$157K	0.58%	24
2025 Q3	$3.07M	Buy	4,606 +186	+4%	+$119K	0.59%	24
2025 Q2	$2.73M	Buy	4,420 +110	+3%	+$62.9K	0.59%	23
2025 Q1	$2.41M	Buy	4,310 +2,039	+90%	+$1.2M	0.59%	22
2024 Q4	$1.33M	Buy	2,271 +244	+12%	+$144K	0.32%	27
2024 Q3	$1.16M	Sell	2,027 -10	-0.5%	-$5.53K	0.29%	30
2024 Q2	$1.11M	Sell	2,037 -11	-0.5%	-$5.76K	0.31%	28
2024 Q1	$1.07M	Sell	2,048 -149	-7%	-$74.2K	0.26%	36
2023 Q4	$1.04M	Sell	2,197 -803	-27%	-$358K	0.22%	37
2023 Q3	$1.28M	Sell	3,000 -134	-4%	-$59.6K	0.3%	34
2023 Q2	$1.39M	Sell	3,134 -32	-1%	-$13.4K	0.32%	32
2023 Q1	$1.3M	Buy	3,166 +1,471	+87%	+$587K	0.31%	30
2022 Q4	$648K	Sell	1,695 -95	-5%	-$36.5K	0.2%	35
2022 Q3	$639K	Buy	1,790 +106	+6%	+$42.1K	0.22%	34
2022 Q2	$635K	Buy	1,684 +7	+0.4%	+$2.87K	0.21%	33
2022 Q1	$757K	Buy	1,677 +133	+9%	+$59.2K	0.23%	29
2021 Q4	$733K	Sell	1,544 -3	-0.2%	-$1.38K	0.23%	29
2021 Q3	$664K	Buy	1,547 +332	+27%	+$146K	0.23%	27
2021 Q2	$520K	Sell	1,215 -38	-3%	-$15.9K	0.2%	33
2021 Q1	$497K	Sell	1,253 -1	-0.1%	-$386	0.21%	31
2020 Q4	$469K	Buy	1,254 +15	+1%	+$5.32K	0.21%	29
2020 Q3	$415K	Sell	1,239 -57	-4%	-$18.9K	0.22%	28
2020 Q2	$400K	Buy	1,296 +14	+1%	+$4.1K	0.24%	25
2020 Q1	$330K	Buy	+1,282	New	+$391K	0.25%	21

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

Elwood & Goetz Wealth Advisory Group's SPY Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, buying an estimated $623K and bringing the position to 5,756 shares worth $3.74M. The position accounts for 0.64% of the portfolio, ranked #22.

Elwood & Goetz Wealth Advisory Group first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 5,756 shares of State Street SPDR S&P 500 ETF Trust worth $3.74M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 917 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $623K.
State Street SPDR S&P 500 ETF Trust made up 0.64% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #22 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.