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

Financial Network Wealth 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	$3.05M	Sell	4,680 -291	-6%	-$198K	0.97%	19
2025 Q4	$3.4M	Buy	4,971 +243	+5%	+$164K	1.05%	18
2025 Q3	$3.22M	Buy	+4,728	New	+$3.03M	0.99%	19
2025 Q1	$2.39M	Buy	4,277 +1	+0%	+$588	0.84%	24
2024 Q4	$2.51M	Buy	4,276 +182	+4%	+$107K	0.9%	21
2024 Q3	$2.35M	Sell	4,094 -75	-2%	-$41.5K	0.84%	23
2024 Q2	$2.28M	Sell	4,169 -374	-8%	-$196K	0.87%	22
2024 Q1	$2.35M	Sell	4,543 -355	-7%	-$177K	1.11%	19
2023 Q4	$2.33M	Sell	4,898 -79	-2%	-$35.2K	1.01%	18
2023 Q3	$2.13M	Sell	4,977 -176	-3%	-$78.3K	1.04%	22
2023 Q2	$2.35M	Sell	5,153 -21	-0.4%	-$8.81K	1.09%	19
2023 Q1	$2.12M	Buy	5,174 +123	+2%	+$49.1K	1.05%	23
2022 Q4	$1.93M	Sell	5,051 -31	-0.6%	-$11.9K	1.04%	26
2022 Q3	$1.81M	Buy	5,082 +4,000	+370%	+$1.59M	1.13%	20
2022 Q2	$408K	Sell	1,082 -486	-31%	-$199K	0.24%	53
2022 Q1	$708K	Buy	1,568 +111	+8%	+$49.4K	0.37%	37
2021 Q4	$692K	Buy	1,457 +2	+0.1%	+$918	0.35%	37
2021 Q3	$624K	Buy	1,455 +3	+0.2%	+$1.32K	0.36%	35
2021 Q2	$622K	Buy	1,452 +178	+14%	+$74.3K	0.37%	35
2021 Q1	$505K	Buy	1,274 +333	+35%	+$128K	0.33%	38
2020 Q4	$352K	Buy	+941	New	+$334K	0.28%	57

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 Management's SPY Position: Q1 2026 in Review

Financial Network Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q1 2026, selling an estimated $198K and leaving 4,680 shares worth $3.05M. The position accounts for 0.97% of the portfolio, ranked #19.

Financial Network Wealth Management first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.4M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Financial Network Wealth Management held 4,680 shares of State Street SPDR S&P 500 ETF Trust worth $3.05M as of Q1 2026.
Financial Network Wealth Management sold 291 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $198K.
State Street SPDR S&P 500 ETF Trust made up 0.97% of Financial Network Wealth Management's portfolio in Q1 2026, its #19 holding.
Financial Network Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
Financial Network Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.4M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.