Financial Consulate’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
$66.3K Buy
102
+27
+36% +$18.4K 0.01% 282
2025
Q4
$50.9K Sell
75
-13
-15% -$8.79K 0.01% 316
2025
Q3
$58.3K Buy
+88
New +$56.4K 0.01% 295

Other funds holding SPY

Financial Consulate's SPY Position: Q1 2026 in Review

Financial Consulate increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 36% in Q1 2026, buying an estimated $18.4K and bringing the position to 102 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #282.

Financial Consulate first reported a position in SPY in Q3 2025 and has held it in 3 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Financial Consulate held 102 shares of State Street SPDR S&P 500 ETF Trust worth $66.3K as of Q1 2026.
  • Financial Consulate bought 27 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #282 holding.
  • Financial Consulate first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.