Garden State Investment Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Garden State Investment Advisory Services’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	$325K	Sell	500 -2,000	-80%	-$1.36M	0.07%	213
2025 Q4	$1.7M	Sell	2,500 -33,200	-93%	-$22.4M	0.38%	58
2025 Q3	$23.8M	Buy	35,700 +16,000	+81%	+$10.3M	5.29%	1
2025 Q2	$12.2M	Buy	19,700 +19,680	+98,400%	+$11.2M	3.07%	4
2025 Q1	$11.2K	Sell	20 -5,680	-100%	-$3.34M	﹤0.01%	257
2024 Q4	$3.34M	Buy	5,700 +5,683	+33,429%	+$3.35M	0.99%	26
2024 Q3	$9.75K	Sell	17 -181	-91%	-$100K	﹤0.01%	232
2024 Q2	$108K	Buy	198 +24	+14%	+$12.6K	0.04%	222
2024 Q1	$91K	Sell	174 -1,026	-86%	-$511K	0.03%	216
2023 Q4	$570K	Buy	1,200 +400	+50%	+$178K	0.23%	93
2023 Q3	$342K	Buy	800 +300	+60%	+$133K	0.16%	126
2023 Q2	$222K	Buy	+500	New	+$210K	0.09%	181

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

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. 4,559 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.
4,559 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.