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

FLP 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	$256K	Sell	394 -303	-43%	-$206K	0.53%	50
2025 Q4	$475K	Buy	+697	New	+$471K	1.13%	28
2025 Q1	–	Sell	-176	Closed	-$103K	–	395
2024 Q4	$103K	Buy	+176	New	+$104K	0.26%	82

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

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

FLP Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 43% in Q1 2026, selling an estimated $206K and leaving 394 shares worth $256K. The position accounts for 0.53% of the portfolio, ranked #50.

FLP Wealth Management first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. The position peaked at $475K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

FLP Wealth Management held 394 shares of State Street SPDR S&P 500 ETF Trust worth $256K as of Q1 2026.
FLP Wealth Management sold 303 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $206K.
State Street SPDR S&P 500 ETF Trust made up 0.53% of FLP Wealth Management's portfolio in Q1 2026, its #50 holding.
FLP Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
FLP Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $475K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.