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

FAS Wealth Partners’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
2019 Q4	–	Sell	-15,000	Closed	-$4.45M	–	297
2019 Q3	$4.45M	Buy	15,000 +5,000	+50%	+$1.48M	0.81%	25
2019 Q2	$2.93M	Buy	+10,000	New	+$2.88M	0.55%	35

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

FAS Wealth Partners's SPY Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q1 2026, buying an estimated $710K and bringing the position to 16,425 shares worth $10.7M. The position accounts for 0.67% of the portfolio, ranked #38.

FAS Wealth Partners first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

FAS Wealth Partners held 16,425 shares of State Street SPDR S&P 500 ETF Trust worth $10.7M as of Q1 2026.
FAS Wealth Partners bought 1,044 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $710K.
State Street SPDR S&P 500 ETF Trust made up 0.67% of FAS Wealth Partners's portfolio in Q1 2026, its #38 holding.
FAS Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.