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

EPG 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
2026 Q1	$1.29M	Buy	1,985 +29	+1%	+$19.7K	0.35%	70
2025 Q4	$1.33M	Buy	1,956 +4	+0.2%	+$2.7K	0.36%	75
2025 Q3	$1.3M	Sell	1,952 -309	-14%	-$198K	0.36%	79
2025 Q2	$1.4M	Sell	2,261 -444	-16%	-$254K	0.42%	68
2025 Q1	$1.51M	Buy	2,705 +205	+8%	+$120K	0.42%	66
2024 Q4	$1.47M	Sell	2,500 -15	-0.6%	-$8.84K	0.39%	67
2024 Q3	$1.44M	Buy	+2,515	New	+$1.39M	0.36%	74
2024 Q2	–	Sell	-2,860	Closed	-$1.5M	–	74
2024 Q1	$1.5M	Sell	2,860 -52	-2%	-$25.9K	0.37%	73
2023 Q4	$1.44M	Sell	2,912 -204	-7%	-$90.9K	0.38%	66
2023 Q3	$1.33M	Sell	3,116 -24	-0.8%	-$10.7K	0.4%	64
2023 Q2	$1.39M	Sell	3,140 -113	-3%	-$47.4K	0.41%	63
2023 Q1	$1.33M	Buy	3,253 +130	+4%	+$51.9K	0.42%	59
2022 Q4	$1.19M	Sell	3,123 -310	-9%	-$119K	0.45%	52
2022 Q3	$1.23M	Sell	3,433 -4	-0.1%	-$1.59K	0.5%	43
2022 Q2	$1.3M	Buy	3,437 +23	+0.7%	+$9.42K	0.55%	44
2022 Q1	$1.54M	Buy	3,414 +96	+3%	+$42.7K	0.53%	41
2021 Q4	$1.58M	Sell	3,318 -7	-0.2%	-$3.21K	0.55%	38
2021 Q3	$1.43M	Sell	3,325 -422	-11%	-$186K	0.57%	37
2021 Q2	$1.6M	Buy	3,747 +511	+16%	+$213K	0.68%	32
2021 Q1	$1.28M	Buy	3,236 +190	+6%	+$73.3K	0.62%	33
2020 Q4	$1.14M	Sell	3,046 -123	-4%	-$43.6K	0.68%	34
2020 Q3	$1.06M	Sell	3,169 -1,230	-28%	-$408K	0.78%	34
2020 Q2	$1.36M	Buy	4,399 +103	+2%	+$30.1K	0.96%	23
2020 Q1	$1.11M	Buy	4,296 +2,249	+110%	+$686K	0.81%	26
2019 Q4	$659K	Buy	+2,047	New	+$630K	0.48%	42

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

EPG Wealth Management's SPY Position: Q1 2026 in Review

EPG Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,985 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #70.

EPG Wealth Management first reported a position in SPY in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q2 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

EPG Wealth Management held 1,985 shares of State Street SPDR S&P 500 ETF Trust worth $1.29M as of Q1 2026.
EPG Wealth Management bought 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
State Street SPDR S&P 500 ETF Trust made up 0.35% of EPG Wealth Management's portfolio in Q1 2026, its #70 holding.
EPG Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.6M in Q2 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.