Galvin Gaustad & Stein’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.34M Buy
3,600
+2,200
+157% +$1.5M 0.19% 85
2025
Q4
$955K Hold
1,400
0.07% 125
2025
Q3
$933K Buy
+1,400
New +$897K 0.08% 114

Other funds holding SPY

Galvin Gaustad & Stein's SPY Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q1 2026, selling an estimated $43.5K and leaving 1,588 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #126.

Galvin Gaustad & Stein first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q2 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Galvin Gaustad & Stein held 1,588 shares of State Street SPDR S&P 500 ETF Trust worth $1.03M as of Q1 2026.
  • Galvin Gaustad & Stein sold 64 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $43.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #126 holding.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's State Street SPDR S&P 500 ETF Trust position peaked at $1.54M in Q2 2022.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.