Garde Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Garde Capital’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	–	Sell	-600	Closed	-$409K	–	224
2025 Q4	$409K	Buy	+600	New	+$406K	0.02%	157
2025 Q2	–	Hold	0	–	-$503K	–	865
2025 Q1	–	Hold	0	–	–	–	154
2018 Q2	–	Sell	-100	Closed	-$1K	–	174
2018 Q1	$1K	Buy	+100	New	+$27.3K	﹤0.01%	165
2017 Q4	–	Sell	-1,300	Closed	-$326K	–	174
2017 Q3	$326K	Buy	+1,300	New	+$320K	0.06%	127

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

Garde Capital's SPY Position: Q1 2026 in Review

Garde Capital increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q1 2026, buying an estimated $303K and bringing the position to 11,373 shares worth $7.4M. The position accounts for 0.44% of the portfolio, ranked #36.

Garde Capital first reported a position in SPY in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.6M in Q3 2025. 4,552 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Garde Capital held 11,373 shares of State Street SPDR S&P 500 ETF Trust worth $7.4M as of Q1 2026.
Garde Capital bought 445 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $303K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Garde Capital's portfolio in Q1 2026, its #36 holding.
Garde Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2015 and has held it in 44 quarters since.
Garde Capital's State Street SPDR S&P 500 ETF Trust position peaked at $7.6M in Q3 2025.
4,552 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Garde Capital's 13F filing for Q1 2026, filed 29 Apr 2026.