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

Financial Network Wealth 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	$150K	Buy	231 +4	+2%	+$2.72K	0.15%	119
2025 Q4	$155K	Sell	227 -111	-33%	-$75K	0.16%	115
2025 Q3	$225K	Buy	338 +122	+56%	+$78.2K	0.25%	81
2025 Q2	$133K	Sell	216 -38	-15%	-$21.7K	0.16%	124
2025 Q1	$142K	Buy	254 +64	+34%	+$37.6K	0.19%	105
2024 Q4	$111K	Hold	190	–	–	0.21%	93
2024 Q3	$109K	Sell	190 -2,214	-92%	-$1.22M	0.09%	184
2024 Q2	$1.31M	Buy	2,404 +285	+13%	+$149K	0.98%	18
2024 Q1	$1.11M	Hold	2,119	–	–	1.1%	23
2023 Q4	$1.01M	Buy	+2,119	New	+$944K	1.07%	24

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 Network Wealth Advisors's SPY Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2026, buying an estimated $2.72K and bringing the position to 231 shares worth $150K. The position accounts for 0.15% of the portfolio, ranked #119.

Financial Network Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Network Wealth Advisors held 231 shares of State Street SPDR S&P 500 ETF Trust worth $150K as of Q1 2026.
Financial Network Wealth Advisors bought 4 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.72K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #119 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.31M in Q2 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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