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

Finer 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	$859K	Sell	1,321 -8	-0.6%	-$5.44K	0.43%	45
2025 Q4	$906K	Buy	1,329 +62	+5%	+$41.9K	0.44%	41
2025 Q3	$844K	Sell	1,267 -22	-2%	-$14.1K	0.42%	45
2025 Q2	$796K	Buy	1,289 +2	+0.2%	+$1.14K	0.43%	44
2025 Q1	$720K	Sell	1,287 -117	-8%	-$68.8K	0.43%	46
2024 Q4	$823K	Sell	1,404 -7	-0.5%	-$4.12K	0.47%	43
2024 Q3	$809K	Sell	1,411 -88	-6%	-$48.7K	0.5%	41
2024 Q2	$816K	Buy	1,499 +8	+0.5%	+$4.19K	0.53%	39
2024 Q1	$780K	Buy	1,491 +11	+0.7%	+$5.48K	0.51%	40
2023 Q4	$704K	Buy	1,480 +117	+9%	+$52.1K	0.52%	44
2023 Q3	$583K	Sell	1,363 -49	-3%	-$21.8K	0.47%	47
2023 Q2	$626K	Sell	1,412 -19	-1%	-$7.97K	0.49%	46
2023 Q1	$586K	Buy	1,431 +26	+2%	+$10.4K	0.5%	50
2022 Q4	$537K	Buy	1,405 +17	+1%	+$6.53K	0.5%	48
2022 Q3	$496K	Buy	1,388 +78	+6%	+$31K	0.49%	51
2022 Q2	$494K	Sell	1,310 -332	-20%	-$136K	0.45%	50
2022 Q1	$742K	Buy	1,642 +26	+2%	+$11.6K	0.61%	42
2021 Q4	$767K	Buy	+1,616	New	+$742K	0.64%	44

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

Finer Wealth Management's SPY Position: Q1 2026 in Review

Finer Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.6% in Q1 2026, selling an estimated $5.44K and leaving 1,321 shares worth $859K. The position accounts for 0.43% of the portfolio, ranked #45.

Finer Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $906K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Finer Wealth Management held 1,321 shares of State Street SPDR S&P 500 ETF Trust worth $859K as of Q1 2026.
Finer Wealth Management sold 8 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.44K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Finer Wealth Management's portfolio in Q1 2026, its #45 holding.
Finer Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $906K in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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