Equita Financial Network’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Equita Financial Network’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	$2.96M	Sell	4,546 -3	-0.1%	-$2.04K	0.93%	21
2025 Q4	$3.1M	Sell	4,549 -45	-1%	-$30.4K	0.93%	21
2025 Q3	$3.06M	Sell	4,594 -8	-0.2%	-$5.13K	1.03%	21
2025 Q2	$2.84M	Buy	4,602 +304	+7%	+$174K	1.13%	19
2025 Q1	$2.4M	Buy	4,298 +35	+0.8%	+$20.6K	0.84%	27
2024 Q4	$2.5M	Buy	4,263 +12	+0.3%	+$7.07K	0.9%	25
2024 Q3	$2.44M	Buy	4,251 +1,115	+36%	+$617K	0.89%	28
2024 Q2	$1.71M	Hold	3,136	–	–	0.71%	31
2024 Q1	$1.64M	Hold	3,136	–	–	0.74%	28
2023 Q4	$1.49M	Hold	3,136	–	–	0.79%	29
2023 Q3	$1.34M	Buy	+3,136	New	+$1.39M	0.83%	27

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

Equita Financial Network's SPY Position: Q1 2026 in Review

Equita Financial Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q1 2026, selling an estimated $2.04K and leaving 4,546 shares worth $2.96M. The position accounts for 0.93% of the portfolio, ranked #21.

Equita Financial Network first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Equita Financial Network held 4,546 shares of State Street SPDR S&P 500 ETF Trust worth $2.96M as of Q1 2026.
Equita Financial Network sold 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.04K.
State Street SPDR S&P 500 ETF Trust made up 0.93% of Equita Financial Network's portfolio in Q1 2026, its #21 holding.
Equita Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's State Street SPDR S&P 500 ETF Trust position peaked at $3.1M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.