Foundations Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Foundations Investment 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	$80.7M	Sell	124,014 -28,685	-19%	-$19.5M	1%	21
2025 Q4	$104M	Sell	152,699 -9,807	-6%	-$6.63M	1.36%	14
2025 Q3	$108M	Sell	162,506 -128,971	-44%	-$82.7M	1.57%	11
2025 Q2	$180M	Buy	291,477 +29,268	+11%	+$16.7M	2.84%	2
2025 Q1	$147M	Buy	262,209 +48,107	+22%	+$28.3M	2.71%	3
2024 Q4	$125M	Buy	214,102 +21,231	+11%	+$12.5M	2.42%	4
2024 Q3	$111M	Buy	192,871 +13,569	+8%	+$7.5M	2.33%	6
2024 Q2	$97.6M	Sell	179,302 -18,245	-9%	-$9.55M	2.37%	7
2024 Q1	$103M	Buy	197,547 +11,779	+6%	+$5.86M	2.71%	5
2023 Q4	$90.9M	Buy	185,768 +55,636	+43%	+$24.8M	2.44%	7
2023 Q3	$55.6M	Buy	130,132 +31,894	+32%	+$14.2M	1.71%	12
2023 Q2	$43.5M	Buy	98,238 +32,458	+49%	+$13.6M	1.44%	16
2023 Q1	$26.9M	Sell	65,780 -13,428	-17%	-$5.36M	0.96%	20
2022 Q4	$30.3M	Buy	79,208 +4,982	+7%	+$1.91M	1.21%	15
2022 Q3	$26.5M	Sell	74,226 -680	-0.9%	-$270K	1.16%	12
2022 Q2	$28.7M	Buy	74,906 +14,851	+25%	+$6.08M	1.2%	12
2022 Q1	$26.3M	Sell	60,055 -2,097	-3%	-$934K	1.02%	13
2021 Q4	$29.3M	Buy	62,152 +2,692	+5%	+$1.24M	1.1%	8
2021 Q3	$25.8M	Buy	59,460 +6,202	+12%	+$2.74M	1.12%	9
2021 Q2	$23.2M	Buy	53,258 +6,166	+13%	+$2.57M	1.11%	11
2021 Q1	$19.1M	Buy	47,092 +68	+0.1%	+$26.2K	1.1%	11
2020 Q4	$17.9M	Sell	47,024 -5,260	-10%	-$1.87M	1.18%	10
2020 Q3	$17.5M	Sell	52,284 -11,981	-19%	-$3.97M	3.83%	4
2020 Q2	$20.1M	Sell	64,265 -14,406	-18%	-$4.22M	1.78%	15
2020 Q1	$19.4M	Sell	78,671 -21,242	-21%	-$6.48M	2.24%	8
2019 Q4	$32.3M	Sell	99,913 -8,245	-8%	-$2.54M	3.98%	10
2019 Q3	$31.4M	Buy	108,158 +38,088	+54%	+$11.3M	4.12%	11
2019 Q2	$20.9M	Buy	70,070 +5,336	+8%	+$1.54M	3.14%	12
2019 Q1	$18.3M	Buy	64,734 +13,701	+27%	+$3.72M	3.17%	13
2018 Q4	$13.9M	Buy	51,033 +17,811	+54%	+$4.8M	2.95%	12
2018 Q3	$9.66M	Buy	+33,222	New	+$9.46M	2.35%	14

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

Foundations Investment Advisors's SPY Position: Q1 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, selling an estimated $19.5M and leaving 124,014 shares worth $80.7M. The position accounts for 1% of the portfolio, ranked #21.

Foundations Investment Advisors first reported a position in SPY in Q3 2018 and has held it in 31 quarters since. The position peaked at $180M in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Foundations Investment Advisors held 124,014 shares of State Street SPDR S&P 500 ETF Trust worth $80.7M as of Q1 2026.
Foundations Investment Advisors sold 28,685 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.5M.
State Street SPDR S&P 500 ETF Trust made up 1% of Foundations Investment Advisors's portfolio in Q1 2026, its #21 holding.
Foundations Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 31 quarters since.
Foundations Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $180M in Q2 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.