Garden State Investment Advisory Services’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
$130K Buy
+200
New +$136K 0.03% 304
2025
Q4
Sell
-100
Closed -$66.6K 353
2025
Q3
$66.6K Sell
100
-200
-67% -$128K 0.01% 304
2025
Q2
$185K Buy
300
+297
+9,900% +$170K 0.05% 280
2025
Q1
$1.68K Sell
3
-297
-99% -$175K ﹤0.01% 268
2024
Q4
$176K Buy
+300
New +$177K 0.05% 242
2024
Q1
Sell
-700
Closed -$333K 277
2023
Q4
$333K Buy
700
+500
+250% +$223K 0.13% 146
2023
Q3
$85.5K Buy
+200
New +$89K 0.04% 195
2023
Q2
Sell
-200
Closed -$81.9K 263
2023
Q1
$81.9K Buy
+200
New +$79.8K 0.04% 205

Other funds holding SPY

Garden State Investment Advisory Services's SPY Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q1 2026, selling an estimated $135K and leaving 9,260 shares worth $6.03M. The position accounts for 1.32% of the portfolio, ranked #16.

Garden State Investment Advisory Services first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.51M in Q3 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Garden State Investment Advisory Services held 9,260 shares of State Street SPDR S&P 500 ETF Trust worth $6.03M as of Q1 2026.
  • Garden State Investment Advisory Services sold 199 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $135K.
  • State Street SPDR S&P 500 ETF Trust made up 1.32% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #16 holding.
  • Garden State Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $6.51M in Q3 2025.
  • 4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.