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

Fourth Dimension Wealth’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 		$889K Buy
1,366
+117
+9% +$79.5K 0.34% 53
2025
Q4 		$852K Buy
1,249
+1,086
+666% +$734K 0.31% 56
2025
Q3 		$109K Hold
163
– – 0.04% 165
2025
Q2 		$101K Sell
163
-115
-41% -$65.7K 0.04% 169
2025
Q1 		$156K Buy
278
+15
+6% +$8.82K 0.08% 120
2024
Q4 		$154K Buy
+263
New +$155K 0.08% 119

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fourth Dimension Wealth's SPY Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q1 2026, buying an estimated $79.5K and bringing the position to 1,366 shares worth $889K. The position accounts for 0.34% of the portfolio, ranked #53.

Fourth Dimension Wealth first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Fourth Dimension Wealth held 1,366 shares of State Street SPDR S&P 500 ETF Trust worth $889K as of Q1 2026.
  • Fourth Dimension Wealth bought 117 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $79.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.34% of Fourth Dimension Wealth's portfolio in Q1 2026, its #53 holding.
  • Fourth Dimension Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.