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Fiduciary Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fiduciary Group’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 		$1.17M Sell
1,802
-4
-0.2% -$2.72K 0.1% 151
2025
Q4 		$1.23M Sell
1,806
-36
-2% -$24.3K 0.1% 143
2025
Q3 		$1.23M Buy
1,842
+207
+13% +$133K 0.11% 142
2025
Q2 		$1.01M Sell
1,635
-100
-6% -$57.2K 0.1% 157
2025
Q1 		$970K Sell
1,735
-473
-21% -$278K 0.1% 157
2024
Q4 		$1.29M Buy
2,208
+1
+0% +$589 0.13% 130
2024
Q3 		$1.27M Buy
2,207
+3
+0.1% +$1.66K 0.13% 129
2024
Q2 		$1.2M Sell
2,204
-17
-0.8% -$8.9K 0.13% 125
2024
Q1 		$1.16M Sell
2,221
-54
-2% -$26.9K 0.13% 124
2023
Q4 		$1.08M Buy
2,275
+836
+58% +$372K 0.13% 122
2023
Q3 		$615K Buy
1,439
+108
+8% +$48K 0.08% 146
2023
Q2 		$590K Sell
1,331
-7
-0.5% -$2.94K 0.07% 145
2023
Q1 		$548K Sell
1,338
-52
-4% -$20.7K 0.07% 151
2022
Q4 		$532K Sell
1,390
-3,714
-73% -$1.43M 0.07% 152
2022
Q3 		$2.02M Buy
5,104
+137
+3% +$54.4K 0.26% 82
2022
Q2 		$2.09M Sell
4,967
-18
-0.4% -$7.37K 0.26% 81
2022
Q1 		$1.96M Sell
4,985
-9
-0.2% -$4.01K 0.26% 81
2021
Q4 		$2.37M Buy
4,994
+340
+7% +$156K 0.26% 76
2021
Q3 		$2.12M Buy
4,654
+62
+1% +$27.3K 0.24% 77
2021
Q2 		$2.02M Buy
4,592
+449
+11% +$187K 0.23% 77
2021
Q1 		$1.73M Sell
4,143
-2,525
-38% -$974K 0.21% 83
2020
Q4 		$2.6M Buy
6,668
+240
+4% +$85.1K 0.34% 62
2020
Q3 		$2.15M Buy
6,428
+336
+6% +$111K 0.33% 68
2020
Q2 		$1.88M Buy
+6,092
New +$1.78M 0.31% 66

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Group's SPY Position: Q1 2026 in Review

Fiduciary Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q1 2026, selling an estimated $2.72K and leaving 1,802 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #151.

Fiduciary Group first reported a position in SPY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.6M in Q4 2020. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Fiduciary Group held 1,802 shares of State Street SPDR S&P 500 ETF Trust worth $1.17M as of Q1 2026.
  • Fiduciary Group sold 4 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.72K.
  • State Street SPDR S&P 500 ETF Trust made up 0.1% of Fiduciary Group's portfolio in Q1 2026, its #151 holding.
  • Fiduciary Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.6M in Q4 2020.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.