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

FSB Premier 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	$978K	Sell	1,503 -13	-0.9%	-$8.84K	0.31%	84
2025 Q4	$1.03M	Sell	1,516 -62	-4%	-$41.9K	0.33%	78
2025 Q3	$1.05M	Sell	1,578 -2	-0.1%	-$1.28K	0.35%	80
2025 Q2	$976K	Sell	1,580 -56	-3%	-$32K	0.35%	78
2025 Q1	$915K	Sell	1,636 -13	-0.8%	-$7.64K	0.36%	77
2024 Q4	$967K	Buy	1,649 +298	+22%	+$176K	0.39%	72
2024 Q3	$775K	Sell	1,351 -453	-25%	-$250K	0.32%	84
2024 Q2	$982K	Buy	1,804 +49	+3%	+$25.6K	0.44%	53
2024 Q1	$918K	Buy	1,755 +94	+6%	+$46.8K	0.43%	53
2023 Q4	$790K	Sell	1,661 -56	-3%	-$24.9K	0.4%	59
2023 Q3	$734K	Buy	1,717 +42	+3%	+$18.7K	0.41%	54
2023 Q2	$743K	Hold	1,675	–	–	0.4%	51
2023 Q1	$686K	Hold	1,675	–	–	0.38%	55
2022 Q4	$641K	Sell	1,675 -100	-6%	-$38.4K	0.35%	60
2022 Q3	$634K	Buy	1,775 +2	+0.1%	+$794	0.37%	56
2022 Q2	$668K	Hold	1,773	–	–	0.37%	57
2022 Q1	$758K	Buy	1,773 +1,745	+6,232%	+$777K	0.38%	57
2021 Q4	$13K	Buy	+28	New	+$12.9K	0.01%	389

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

FSB Premier Wealth Management's SPY Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.86% in Q1 2026, selling an estimated $8.84K and leaving 1,503 shares worth $978K. The position accounts for 0.31% of the portfolio, ranked #84.

FSB Premier Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

FSB Premier Wealth Management held 1,503 shares of State Street SPDR S&P 500 ETF Trust worth $978K as of Q1 2026.
FSB Premier Wealth Management sold 13 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.84K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of FSB Premier Wealth Management's portfolio in Q1 2026, its #84 holding.
FSB Premier Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
FSB Premier Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.05M in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.