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

Financial Connections 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	$232K	Hold	357	–	–	0.08%	63
2025 Q4	$243K	Hold	357	–	–	0.08%	61
2025 Q3	$237K	Hold	357	–	–	0.09%	62
2025 Q2	$220K	Hold	357	–	–	0.09%	54
2025 Q1	$199K	Hold	357	–	–	0.09%	58
2024 Q4	$209K	Hold	357	–	–	0.1%	48
2024 Q3	$204K	Hold	357	–	–	0.1%	49
2024 Q2	$194K	Hold	357	–	–	0.1%	50
2024 Q1	$187K	Buy	357 +5	+1%	+$2.49K	0.2%	29
2023 Q4	$167K	Hold	352	–	–	0.11%	56
2023 Q3	$150K	Hold	352	–	–	0.19%	39
2023 Q2	$156K	Hold	352	–	–	0.1%	62
2023 Q1	$144K	Hold	352	–	–	0.1%	55
2022 Q4	$134K	Sell	352 -5	-1%	-$1.92K	0.11%	55
2022 Q3	$127K	Sell	357 -116	-25%	-$46.1K	0.11%	50
2022 Q2	$178K	Hold	473	–	–	0.16%	52
2022 Q1	$213K	Hold	473	–	–	0.21%	47
2021 Q4	$224K	Buy	+473	New	+$217K	0.22%	44

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Connections Group's SPY Position: Q1 2026 in Review

Financial Connections Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 357 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #63.

Financial Connections Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $243K in Q4 2025. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Connections Group held 357 shares of State Street SPDR S&P 500 ETF Trust worth $232K as of Q1 2026.
Financial Connections Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Financial Connections Group's portfolio in Q1 2026, its #63 holding.
Financial Connections Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's State Street SPDR S&P 500 ETF Trust position peaked at $243K in Q4 2025.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.