Fiducient Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Fiducient Advisors’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	$16M	Sell	24,583 -1,682	-6%	-$1.14M	2.09%	14
2025 Q4	$17.9M	Buy	26,265 +2,290	+10%	+$1.55M	2.22%	14
2025 Q3	$16M	Sell	23,975 -1,273	-5%	-$816K	1.87%	17
2025 Q2	$15.6M	Buy	25,248 +90	+0.4%	+$51.4K	1.91%	14
2025 Q1	$14.1M	Sell	25,158 -1,446	-5%	-$850K	1.76%	14
2024 Q4	$15.6M	Sell	26,604 -1,172	-4%	-$690K	1.93%	14
2024 Q3	$15.9M	Buy	27,776 +2,411	+10%	+$1.33M	1.84%	14
2024 Q2	$13.8M	Buy	25,365 +14,448	+132%	+$7.56M	1.91%	12
2024 Q1	$5.71M	Buy	10,917 +7,474	+217%	+$3.72M	1.13%	18
2023 Q4	$1.64M	Sell	3,443 -18,923	-85%	-$8.43M	0.31%	30
2023 Q3	$9.56M	Buy	22,366 +4,511	+25%	+$2.01M	0.54%	19
2023 Q2	$7.92M	Sell	17,855 -281	-2%	-$118K	2.42%	10
2023 Q1	$7.42M	Sell	18,136 -1,625	-8%	-$648K	2.41%	10
2022 Q4	$7.56M	Sell	19,761 -3,887	-16%	-$1.49M	2.22%	9
2022 Q3	$8.45M	Sell	23,648 -26,778	-53%	-$10.6M	4.01%	8
2022 Q2	$19M	Buy	50,426 +25,353	+101%	+$10.4M	7.15%	4
2022 Q1	$11.3M	Buy	25,073 +1,081	+5%	+$481K	4.28%	8
2021 Q4	$11.4M	Sell	23,992 -71	-0.3%	-$32.6K	3.47%	9
2021 Q3	$10.3M	Sell	24,063 -1,857	-7%	-$819K	3.12%	9
2021 Q2	$11.1M	Sell	25,920 -1,325	-5%	-$553K	3.44%	9
2021 Q1	$10.8M	Buy	27,245 +258	+1%	+$99.5K	3.49%	9
2020 Q4	$10.1M	Buy	+26,987	New	+$9.57M	3.75%	9

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

Fiducient Advisors's SPY Position: Q1 2026 in Review

Fiducient Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.4% in Q1 2026, selling an estimated $1.14M and leaving 24,583 shares worth $16M. The position accounts for 2.09% of the portfolio, ranked #14.

Fiducient Advisors first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $19M in Q2 2022. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Fiducient Advisors held 24,583 shares of State Street SPDR S&P 500 ETF Trust worth $16M as of Q1 2026.
Fiducient Advisors sold 1,682 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.14M.
State Street SPDR S&P 500 ETF Trust made up 2.09% of Fiducient Advisors's portfolio in Q1 2026, its #14 holding.
Fiducient Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Fiducient Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $19M in Q2 2022.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.