Empowered Funds’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Empowered Funds’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	$41.6M	Buy	63,964 +16,488	+35%	+$11.2M	0.27%	68
2025 Q4	$32.4M	Buy	47,476 +37,450	+374%	+$25.3M	0.55%	32
2025 Q3	$6.68M	Buy	10,026 +4,591	+84%	+$2.94M	0.07%	394
2025 Q2	$3.36M	Sell	5,435 -10,666	-66%	-$6.1M	0.04%	590
2025 Q1	$9.01M	Buy	+16,101	New	+$9.46M	0.13%	186
2024 Q4	–	Sell	-4,190	Closed	-$2.4M	–	1725
2024 Q3	$2.4M	Buy	4,190 +55	+1%	+$30.4K	0.04%	604
2024 Q2	$2.25M	Sell	4,135 -3,050	-42%	-$1.6M	0.04%	573
2024 Q1	$3.76M	Buy	+7,185	New	+$3.58M	0.07%	396
2023 Q4	–	Sell	-8,685	Closed	-$3.71M	–	1319
2023 Q3	$3.71M	Buy	+8,685	New	+$3.86M	0.11%	250
2022 Q1	–	Sell	-8,487	Closed	-$4.03M	–	295
2021 Q4	$4.03M	Buy	+8,487	New	+$3.9M	0.45%	85

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

Empowered Funds's SPY Position: Q1 2026 in Review

Empowered Funds increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q1 2026, buying an estimated $11.2M and bringing the position to 63,964 shares worth $41.6M. The position accounts for 0.27% of the portfolio, ranked #68.

Empowered Funds first reported a position in SPY in Q4 2021 and has held it in 10 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Empowered Funds held 63,964 shares of State Street SPDR S&P 500 ETF Trust worth $41.6M as of Q1 2026.
Empowered Funds bought 16,488 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $11.2M.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Empowered Funds's portfolio in Q1 2026, its #68 holding.
Empowered Funds first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 10 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.