FWG Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
FWG Investments's SPY Position: Q1 2026 in Review
FWG Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q1 2026, selling an estimated $27.2K and leaving 819 shares worth $532K. The position accounts for 0.34% of the portfolio, ranked #78.
FWG Investments first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $586K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- FWG Investments held 819 shares of State Street SPDR S&P 500 ETF Trust worth $532K as of Q1 2026.
- FWG Investments sold 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
- State Street SPDR S&P 500 ETF Trust made up 0.34% of FWG Investments's portfolio in Q1 2026, its #78 holding.
- FWG Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
- FWG Investments's State Street SPDR S&P 500 ETF Trust position peaked at $586K in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.