Estate Counselors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,510
| Closed | -$1.03M | – | 114 |
|
|
2025
Q4 | $1.03M | Sell |
1,510
-340
| -18% | -$230K | 0.09% | 65 |
|
|
2025
Q3 | $1.23M | Hold |
1,850
| – | – | 0.11% | 61 |
|
|
2025
Q2 | $1.14M | Sell |
1,850
-4,660
| -72% | -$2.66M | 0.11% | 58 |
|
|
2025
Q1 | $3.64M | Buy |
6,510
+4,310
| +196% | +$2.53M | 0.38% | 40 |
|
|
2024
Q4 | $1.29M | Sell |
2,200
-25
| -1% | -$14.7K | 0.14% | 71 |
|
|
2024
Q3 | $1.28M | Sell |
2,225
-10,463
| -82% | -$5.79M | 0.13% | 79 |
|
|
2024
Q2 | $6.91M | Sell |
12,688
-1,194
| -9% | -$625K | 0.76% | 19 |
|
|
2024
Q1 | $7.26M | Sell |
13,882
-37,718
| -73% | -$18.8M | 0.83% | 12 |
|
|
2023
Q4 | $24.5M | Buy |
51,600
+37,925
| +277% | +$16.9M | 3.03% | 10 |
|
|
2023
Q3 | $5.85M | Sell |
13,675
-1,300
| -9% | -$578K | 0.78% | 31 |
|
|
2023
Q2 | $6.64M | Sell |
14,975
-1,013
| -6% | -$425K | 0.84% | 31 |
|
|
2023
Q1 | $6.55M | Buy |
15,988
+1,305
| +9% | +$521K | 0.86% | 28 |
|
|
2022
Q4 | $5.62M | Buy |
14,683
+7,530
| +105% | +$2.89M | 0.79% | 36 |
|
|
2022
Q3 | $2.55M | Sell |
7,153
-7,875
| -52% | -$3.13M | 0.4% | 46 |
|
|
2022
Q2 | $6.16M | Buy |
15,028
+1,580
| +12% | +$647K | 0.92% | 38 |
|
|
2022
Q1 | $6.07M | Sell |
13,448
-8,352
| -38% | -$3.72M | 0.79% | 39 |
|
|
2021
Q4 | $10.4M | Buy |
21,800
+605
| +3% | +$278K | 1.26% | 26 |
|
|
2021
Q3 | $9.1M | Sell |
21,195
-35
| -0.2% | -$15.4K | 1.14% | 26 |
|
|
2021
Q2 | $9.05M | Buy |
21,230
+4,625
| +28% | +$1.93M | 1.19% | 30 |
|
|
2021
Q1 | $6.58M | Sell |
16,605
-72,965
| -81% | -$28.1M | 0.96% | 39 |
|
|
2020
Q4 | $33.5M | Sell |
89,570
-8,570
| -9% | -$3.04M | 5.04% | 3 |
|
|
2020
Q3 | $32.9M | Buy |
98,140
+76,715
| +358% | +$25.4M | 5.1% | 3 |
|
|
2020
Q2 | $6.57M | Sell |
21,425
-118,650
| -85% | -$34.7M | 1.05% | 31 |
|
|
2020
Q1 | $36.1M | Buy |
140,075
+2,460
| +2% | +$750K | 5.94% | 2 |
|
|
2019
Q4 | $44.3M | Sell |
137,615
-2,360
| -2% | -$727K | 6.51% | 2 |
|
|
2019
Q3 | $41.5M | Sell |
139,975
-1,365
| -1% | -$403K | 6.38% | 2 |
|
|
2019
Q2 | $41.4M | Buy |
141,340
+5,210
| +4% | +$1.5M | 6.47% | 2 |
|
|
2019
Q1 | $38.5M | Sell |
136,130
-19,240
| -12% | -$5.23M | 6.59% | 2 |
|
|
2018
Q4 | $38.8M | Sell |
155,370
-4,990
| -3% | -$1.35M | 7.85% | 1 |
|
|
2018
Q3 | $46.6M | Buy |
160,360
+5,950
| +4% | +$1.69M | 8.44% | 1 |
|
|
2018
Q2 | $41.9M | Sell |
154,410
-1,815
| -1% | -$490K | 7.94% | 1 |
|
|
2018
Q1 | $41.1M | Sell |
156,225
-5,535
| -3% | -$1.51M | 7.63% | 1 |
|
|
2017
Q4 | $43.2M | Sell |
161,760
-14,090
| -8% | -$3.66M | 8.64% | 1 |
|
|
2017
Q3 | $44.2M | Buy |
175,850
+10,890
| +7% | +$2.68M | 8.8% | 1 |
|
|
2017
Q2 | $39.9M | Buy |
164,960
+11,810
| +8% | +$2.83M | 9.04% | 1 |
|
|
2017
Q1 | $36.1M | Buy |
153,150
+40,295
| +36% | +$9.36M | 9.37% | 1 |
|
|
2016
Q4 | $25.2M | Buy |
112,855
+41,335
| +58% | +$9.03M | 6.97% | 1 |
|
|
2016
Q3 | $15.5M | Sell |
71,520
-5,450
| -7% | -$1.18M | 6% | 3 |
|
|
2016
Q2 | $16.1M | Buy |
76,970
+8,510
| +12% | +$1.77M | 6.42% | 2 |
|
|
2016
Q1 | $14.1M | Buy |
68,460
+2,360
| +4% | +$461K | 6.2% | 5 |
|
|
2015
Q4 | $13.5M | Sell |
66,100
-3,120
| -5% | -$641K | 5.5% | 5 |
|
|
2015
Q3 | $13.3M | Sell |
69,220
-25,092
| -27% | -$5.09M | 5.34% | 4 |
|
|
2015
Q2 | $19.4M | Sell |
94,312
-10
| -0% | -$2.1K | 6.74% | 2 |
|
|
2015
Q1 | $19.5M | Sell |
94,322
-4,535
| -5% | -$936K | 6.92% | 1 |
|
|
2014
Q4 | $20.3M | Buy |
98,857
+2,485
| +3% | +$500K | 7.19% | 1 |
|
|
2014
Q3 | $19M | Sell |
96,372
-625
| -0.6% | -$124K | 7.32% | 1 |
|
|
2014
Q2 | $19M | Sell |
96,997
-390
| -0.4% | -$74.2K | 7.25% | 1 |
|
|
2014
Q1 | $18.2M | Sell |
97,387
-480
| -0.5% | -$88.1K | 7.31% | 1 |
|
|
2013
Q4 | $18.1M | Buy |
97,867
+1,680
| +2% | +$297K | 8.02% | 1 |
|
|
2013
Q3 | $16.2M | Buy |
96,187
+11,050
| +13% | +$1.85M | 7.48% | 1 |
|
|
2013
Q2 | $13.7M | Buy |
+85,137
| New | +$13.7M | 6.94% | 1 |
|
Other funds holding SPY
Estate Counselors's SPY Position: Q1 2026 in Review
Estate Counselors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 1,510 shares — an estimated $1.03M sold.
Estate Counselors first reported a position in SPY in Q2 2013 and held it in 51 quarters. The position peaked at $46.6M in Q3 2018. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Estate Counselors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
- Estate Counselors sold 1,510 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.03M.
- Estate Counselors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 51 quarters.
- Estate Counselors's State Street SPDR S&P 500 ETF Trust position peaked at $46.6M in Q3 2018.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.