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

FMB 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	$228K	Sell	351 -3,819	-92%	-$2.6M	0.09%	69
2025 Q4	$2.84M	Buy	4,170 +368	+10%	+$249K	1.12%	22
2025 Q3	$2.53M	Hold	3,802	–	–	1.07%	23
2025 Q2	$2.35M	Sell	3,802 -1	-0%	-$572	1.12%	23
2025 Q1	$2.13M	Buy	3,803 +28	+0.7%	+$16.5K	1.18%	22
2024 Q4	$2.21M	Hold	3,775	–	–	1.25%	22
2024 Q3	$2.17M	Hold	3,775	–	–	1.22%	23
2024 Q2	$2.05M	Hold	3,775	–	–	1.56%	18
2024 Q1	$1.97M	Hold	3,775	–	–	1.58%	17
2023 Q4	$1.79M	Hold	3,775	–	–	1.64%	16
2023 Q3	$1.61M	Hold	3,775	–	–	1.73%	16
2023 Q2	$1.67M	Hold	3,775	–	–	1.78%	16
2023 Q1	$1.55M	Hold	3,775	–	–	1.84%	16
2022 Q4	$1.44M	Buy	+3,775	New	+$1.45M	1.86%	16

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

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

FMB Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 92% in Q1 2026, selling an estimated $2.6M and leaving 351 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #69.

FMB Wealth Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

FMB Wealth Management held 351 shares of State Street SPDR S&P 500 ETF Trust worth $228K as of Q1 2026.
FMB Wealth Management sold 3,819 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.6M.
State Street SPDR S&P 500 ETF Trust made up 0.09% of FMB Wealth Management's portfolio in Q1 2026, its #69 holding.
FMB Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
FMB Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.84M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.