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

Financial Engines 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	$27M	Buy	41,518 +2	+0%	+$1.36K	0.05%	70
2025 Q4	$28.3M	Buy	41,516 +1,414	+4%	+$956K	0.05%	70
2025 Q3	$26.7M	Sell	40,102 -1,283	-3%	-$822K	0.05%	71
2025 Q2	$25.6M	Buy	41,385 +6,129	+17%	+$3.5M	0.05%	69
2025 Q1	$19.7M	Buy	35,256 +542	+2%	+$319K	0.04%	68
2024 Q4	$20.3M	Sell	34,714 -1,380	-4%	-$813K	0.04%	71
2024 Q3	$20.8M	Sell	36,094 -1,107	-3%	-$612K	0.04%	63
2024 Q2	$20.3M	Buy	37,201 +2,432	+7%	+$1.27M	0.05%	65
2024 Q1	$18.2M	Sell	34,769 -2,735	-7%	-$1.36M	0.04%	62
2023 Q4	$17.9M	Buy	37,504 +1,260	+3%	+$561K	0.04%	62
2023 Q3	$15.6M	Sell	36,244 -3,072	-8%	-$1.37M	0.04%	60
2023 Q2	$17.5M	Sell	39,316 -2,900	-7%	-$1.22M	0.04%	63
2023 Q1	$17.3M	Sell	42,216 -12,964	-23%	-$5.17M	0.05%	63
2022 Q4	$21.2M	Sell	55,180 -44,918	-45%	-$17.3M	0.06%	66
2022 Q3	$35.9M	Sell	100,098 -7,433	-7%	-$2.95M	0.12%	56
2022 Q2	$40.7M	Sell	107,531 -3,918	-4%	-$1.61M	0.12%	53
2022 Q1	$50.5M	Buy	111,449 +89,036	+397%	+$39.6M	0.13%	51
2021 Q4	$10.7M	Buy	22,413 +1,368	+7%	+$628K	0.03%	62
2021 Q3	$9.06M	Buy	21,045 +312	+2%	+$138K	0.03%	61
2021 Q2	$8.9M	Sell	20,733 -391	-2%	-$163K	0.03%	59
2021 Q1	$8.4M	Buy	21,124 +1,219	+6%	+$470K	0.03%	63
2020 Q4	$7.47M	Buy	19,905 +4,931	+33%	+$1.75M	0.03%	65
2020 Q3	$5.03M	Buy	14,974 +3,010	+25%	+$998K	0.02%	70
2020 Q2	$3.71M	Buy	+11,964	New	+$3.5M	0.02%	71
2018 Q3	–	Sell	-48	Closed	-$13K	–	172
2018 Q2	$13K	Sell	48 -17	-26%	-$4.59K	﹤0.01%	86
2018 Q1	$17K	Buy	+65	New	+$17.7K	﹤0.01%	84
2017 Q4	–	Sell	-1,488	Closed	-$374K	–	226
2017 Q3	$374K	Buy	+1,488	New	+$367K	0.01%	51

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

Financial Engines Advisors's SPY Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0% in Q1 2026, buying an estimated $1.36K and bringing the position to 41,518 shares worth $27M. The position accounts for 0.05% of the portfolio, ranked #70.

Financial Engines Advisors first reported a position in SPY in Q3 2017 and has held it in 27 quarters since. The position peaked at $50.5M in Q1 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Engines Advisors held 41,518 shares of State Street SPDR S&P 500 ETF Trust worth $27M as of Q1 2026.
Financial Engines Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Financial Engines Advisors's portfolio in Q1 2026, its #70 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 27 quarters since.
Financial Engines Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $50.5M in Q1 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.