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	Buy	431 +133	+45%	+$69.6K	0.06%	112
2024 Q1	$142K	Hold	298	–	–	0.04%	161
2023 Q4	$142K	Buy	+298	New	+$133K	0.04%	159
2020 Q4	$14K	Buy	+37	New	+$13.1K	0.01%	152
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 $1.81T 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 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 14 quarters since. 4,591 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 14 quarters since.
4,591 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.