FourThought Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

FourThought Financial Partners’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	$3.77M	Buy	5,795 +116	+2%	+$78.9K	0.33%	79
2025 Q4	$3.87M	Sell	5,679 -226	-4%	-$153K	0.33%	76
2025 Q3	$3.93M	Buy	5,905 +2,640	+81%	+$1.69M	0.35%	76
2025 Q2	$2.02M	Sell	3,265 -1	-0%	-$572	0.2%	101
2025 Q1	$1.83M	Buy	3,266 +58	+2%	+$34.1K	0.19%	104
2024 Q4	$1.88M	Buy	3,208 +13	+0.4%	+$7.66K	0.2%	101
2024 Q3	$1.83M	Sell	3,195 -17	-0.5%	-$9.4K	0.22%	89
2024 Q2	$1.75M	Buy	3,212 +303	+10%	+$159K	0.22%	85
2024 Q1	$1.52M	Sell	2,909 -472	-14%	-$235K	0.17%	107
2023 Q4	$1.61M	Buy	3,381 +993	+42%	+$442K	0.2%	99
2023 Q3	$1.02M	Buy	2,388 +8	+0.3%	+$3.56K	0.14%	113
2023 Q2	$1.06M	Sell	2,380 -487	-17%	-$204K	0.14%	115
2023 Q1	$1.17M	Sell	2,867 -16	-0.6%	-$6.38K	0.16%	113
2022 Q4	$1.1M	Buy	+2,883	New	+$1.11M	0.16%	115

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

FourThought Financial Partners's SPY Position: Q1 2026 in Review

FourThought Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q1 2026, buying an estimated $78.9K and bringing the position to 5,795 shares worth $3.77M. The position accounts for 0.33% of the portfolio, ranked #79.

FourThought Financial Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.93M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

FourThought Financial Partners held 5,795 shares of State Street SPDR S&P 500 ETF Trust worth $3.77M as of Q1 2026.
FourThought Financial Partners bought 116 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.9K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of FourThought Financial Partners's portfolio in Q1 2026, its #79 holding.
FourThought Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.93M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.