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

Empower 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	$14M	Sell	21,575 -2,468	-10%	-$1.68M	0.04%	146
2025 Q4	$16.4M	Buy	24,043 +1,944	+9%	+$1.31M	0.04%	147
2025 Q3	$14.7M	Buy	22,099 +22	+0.1%	+$14.1K	0.04%	147
2025 Q2	$13.6M	Sell	22,077 -864	-4%	-$494K	0.04%	150
2025 Q1	$12.8M	Sell	22,941 -1,676	-7%	-$985K	0.04%	152
2024 Q4	$14.4M	Buy	24,617 +299	+1%	+$176K	0.05%	146
2024 Q3	$14M	Sell	24,318 -5,706	-19%	-$3.16M	0.05%	147
2024 Q2	$16.3M	Sell	30,024 -681	-2%	-$356K	0.06%	134
2024 Q1	$16.1M	Sell	30,705 -11,123	-27%	-$5.54M	0.06%	136
2023 Q4	$19.9M	Buy	41,828 +11,526	+38%	+$5.13M	0.08%	128
2023 Q3	$13M	Buy	30,302 +421	+1%	+$187K	0.06%	141
2023 Q2	$13.2M	Sell	29,881 -8,598	-22%	-$3.61M	0.06%	148
2023 Q1	$15.8M	Buy	+38,479	New	+$15.4M	0.07%	133

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

Empower Advisory Group's SPY Position: Q1 2026 in Review

Empower Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q1 2026, selling an estimated $1.68M and leaving 21,575 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #146.

Empower Advisory Group first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.9M in Q4 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Empower Advisory Group held 21,575 shares of State Street SPDR S&P 500 ETF Trust worth $14M as of Q1 2026.
Empower Advisory Group sold 2,468 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.68M.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Empower Advisory Group's portfolio in Q1 2026, its #146 holding.
Empower Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $19.9M in Q4 2023.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.