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

Financial Gravity Asset Management’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	$5.03M	Buy	7,731 +5,857	+313%	+$3.98M	0.89%	25
2025 Q4	$1.28M	Hold	1,874	–	–	0.25%	66
2025 Q3	$1.25K	Buy	+1,874	New	+$1.2M	﹤0.01%	794
2025 Q1	$1.27M	Buy	+2,267	New	+$1.33M	0.28%	74
2024 Q2	$235K	Sell	431 -358	-45%	-$187K	0.06%	112
2024 Q1	$399K	Buy	789 +491	+165%	+$244K	0.05%	124
2023 Q4	$142K	Buy	+298	New	+$133K	﹤0.01%	517
2023 Q3	–	Sell	-443	Closed	-$197K	–	871
2023 Q2	$117K	Buy	443 +30	+7%	+$12.6K	0.32%	57
2023 Q1	$7.87K	Buy	413 +31	+8%	+$12.4K	0.24%	75
2022 Q4	$103K	Buy	+382	New	+$147K	0.54%	38
2022 Q1	–	Sell	-4,294	Closed	-$8.5K	–	1007
2021 Q4	$8.5K	Buy	+4,294	New	+$1.97M	0.19%	151
2021 Q1	–	Sell	-37	Closed	-$14K	–	887
2020 Q4	$14K	Buy	+37	New	+$13.1K	0.01%	152
2020 Q2	–	Sell	-2,068	Closed	-$1.75K	–	779
2020 Q1	$1.75K	Sell	2,068 -2,835	-58%	-$865K	0.01%	417
2019 Q4	$1.51M	Buy	4,903 +2,316	+90%	+$713K	1.04%	12
2019 Q3	$768K	Sell	2,587 -2,368	-48%	-$700K	0.66%	34
2019 Q2	$1.45M	Buy	4,955 +1,859	+60%	+$535K	1.19%	12
2019 Q1	$885K	Buy	+3,096	New	+$841K	0.72%	35
2018 Q3	$2.18M	Sell	8,271 -188	-2%	-$53.5K	2.29%	6
2018 Q2	$2.4M	Buy	+8,459	New	+$2.28M	2.25%	4

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 Gravity Asset Management's SPY Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 313% in Q1 2026, buying an estimated $3.98M and bringing the position to 7,731 shares worth $5.03M. The position accounts for 0.89% of the portfolio, ranked #25.

Financial Gravity Asset Management first reported a position in SPY in Q2 2018 and has held it in 19 quarters since. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Gravity Asset Management held 7,731 shares of State Street SPDR S&P 500 ETF Trust worth $5.03M as of Q1 2026.
Financial Gravity Asset Management bought 5,857 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.98M.
State Street SPDR S&P 500 ETF Trust made up 0.89% of Financial Gravity Asset Management's portfolio in Q1 2026, its #25 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 19 quarters since.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.