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

Future Financial 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	$364K	Hold	520	–	–	0.23%	78
2025 Q4	$352K	Hold	520	–	–	0.24%	80
2025 Q3	$346K	Hold	520	–	–	0.22%	80
2025 Q2	$321K	Hold	520	–	–	0.22%	83
2025 Q1	$291K	Hold	520	–	–	0.21%	82
2024 Q4	$305K	Hold	520	–	–	0.22%	81
2024 Q3	$298K	Sell	520 -3	-0.6%	-$1.66K	0.21%	86
2024 Q2	$285K	Hold	523	–	–	0.25%	86
2024 Q1	$274K	Hold	523	–	–	0.21%	88
2023 Q4	$249K	Buy	+523	New	+$233K	0.25%	86
2023 Q1	–	Sell	-992	Closed	-$379K	–	123
2022 Q4	$379K	Buy	+992	New	+$381K	0.43%	66
2022 Q3	–	Sell	-458	Closed	-$207K	–	139
2022 Q2	$207K	Hold	458	–	–	0.2%	118
2022 Q1	$207K	Sell	458 -28	-6%	-$12.5K	0.17%	118
2021 Q4	$232K	Buy	+486	New	+$223K	0.19%	111

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

Future Financial Wealth Management's SPY Position: Q1 2026 in Review

Future Financial Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 520 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #78.

Future Financial Wealth Management first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $379K in Q4 2022. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Future Financial Wealth Management held 520 shares of State Street SPDR S&P 500 ETF Trust worth $364K as of Q1 2026.
Future Financial Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Future Financial Wealth Management's portfolio in Q1 2026, its #78 holding.
Future Financial Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
Future Financial Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $379K in Q4 2022.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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