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

Financial Council’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 		$2.1M Buy
3,236
+591
+22% +$402K 0.81% 22
2025
Q4 		$1.8M Hold
2,645
– – 0.72% 26
2025
Q3 		$1.76M Sell
2,645
-39
-1% -$25K 0.78% 22
2025
Q2 		$1.66M Buy
2,684
+2
+0.1% +$1.14K 0.8% 23
2025
Q1 		$1.5M Hold
2,682
– – 0.81% 24
2024
Q4 		$1.57M Buy
2,682
+10
+0.4% +$5.89K 0.81% 22
2024
Q3 		$1.53M Hold
2,672
– – 0.8% 23
2024
Q2 		$1.45M Buy
2,672
+2
+0.1% +$1.05K 0.81% 23
2024
Q1 		$1.4M Buy
2,670
+40
+2% +$19.9K 0.83% 23
2023
Q4 		$1.25M Hold
2,630
– – 0.84% 21
2023
Q3 		$1.12M Sell
2,630
-134
-5% -$59.6K 0.89% 21
2023
Q2 		$1.23M Buy
2,764
+406
+17% +$170K 0.94% 21
2023
Q1 		$965K Buy
2,358
+3
+0.1% +$1.2K 0.79% 21
2022
Q4 		$901K Buy
2,355
+116
+5% +$44.6K 0.56% 26
2022
Q3 		$800K Buy
2,239
+31
+1% +$12.3K 0.92% 22
2022
Q2 		$833K Hold
2,208
– – 1.04% 21
2022
Q1 		$997K Buy
2,208
+29
+1% +$12.9K 1.21% 20
2021
Q4 		$1.03M Buy
2,179
+173
+9% +$79.4K 1.24% 19
2021
Q3 		$861K Buy
+2,006
New +$885K 1.22% 20

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

Financial Council's SPY Position: Q1 2026 in Review

Financial Council increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q1 2026, buying an estimated $402K and bringing the position to 3,236 shares worth $2.1M. The position accounts for 0.81% of the portfolio, ranked #22.

Financial Council first reported a position in SPY in Q3 2021 and has held it in 19 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Financial Council held 3,236 shares of State Street SPDR S&P 500 ETF Trust worth $2.1M as of Q1 2026.
  • Financial Council bought 591 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $402K.
  • State Street SPDR S&P 500 ETF Trust made up 0.81% of Financial Council's portfolio in Q1 2026, its #22 holding.
  • Financial Council first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 19 quarters since.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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