Garrison Point Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Garrison Point Advisors’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	$5.39M	Buy	8,289 +12	+0.1%	+$8.16K	2.46%	5
2025 Q4	$5.64M	Buy	8,277 +3,301	+66%	+$2.23M	2.5%	7
2025 Q3	$3.32M	Buy	4,976 +658	+15%	+$422K	1.39%	16
2025 Q2	$2.67M	Buy	4,318 +417	+11%	+$238K	1.22%	15
2025 Q1	$2.18M	Buy	3,901 +205	+6%	+$120K	1.06%	20
2024 Q4	$2.17M	Buy	3,696 +1,196	+48%	+$705K	1.03%	20
2024 Q3	$1.43M	Buy	2,500 +401	+19%	+$222K	0.89%	35
2024 Q2	$1.14M	Sell	2,099 -1,516	-42%	-$793K	0.75%	39
2024 Q1	$1.89M	Buy	3,615 +415	+13%	+$207K	1.22%	21
2023 Q4	$1.52M	Buy	3,200 +165	+5%	+$73.5K	1.07%	27
2023 Q3	$1.3M	Buy	3,035 +32	+1%	+$14.2K	1%	29
2023 Q2	$1.33M	Buy	3,003 +123	+4%	+$51.6K	0.96%	27
2023 Q1	$1.18M	Buy	2,880 +283	+11%	+$113K	0.88%	37
2022 Q4	$993K	Buy	2,597 +36	+1%	+$13.8K	0.81%	38
2022 Q3	$915K	Buy	2,561 +47	+2%	+$18.7K	0.82%	38
2022 Q2	$948K	Hold	2,514	–	–	0.79%	40
2022 Q1	$1.14M	Buy	2,514 +66	+3%	+$29.4K	0.79%	40
2021 Q4	$1.16M	Hold	2,448	–	–	0.77%	42
2021 Q3	$1.05M	Buy	2,448 +1	+0%	+$441	0.76%	41
2021 Q2	$1.05M	Buy	2,447 +53	+2%	+$22.1K	0.76%	44
2021 Q1	$949K	Buy	2,394 +25	+1%	+$9.64K	0.74%	47
2020 Q4	$886K	Buy	2,369 +1	+0%	+$355	0.71%	50
2020 Q3	$793K	Sell	2,368 -12	-0.5%	-$3.98K	0.72%	48
2020 Q2	$734K	Sell	2,380 -150	-6%	-$43.9K	0.73%	49
2020 Q1	$652K	Buy	2,530 +160	+7%	+$48.8K	0.8%	50
2019 Q4	$763K	Buy	2,370 +26	+1%	+$8.01K	0.7%	56
2019 Q3	$696K	Sell	2,344 -24	-1%	-$7.09K	0.69%	56
2019 Q2	$694K	Sell	2,368 -25	-1%	-$7.2K	0.7%	52
2019 Q1	$676K	Sell	2,393 -105	-4%	-$28.5K	0.7%	52
2018 Q4	$624K	Buy	+2,498	New	+$674K	0.77%	51

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

Garrison Point Advisors's SPY Position: Q1 2026 in Review

Garrison Point Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.14% in Q1 2026, buying an estimated $8.16K and bringing the position to 8,289 shares worth $5.39M. The position accounts for 2.46% of the portfolio, ranked #5.

Garrison Point Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.64M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Garrison Point Advisors held 8,289 shares of State Street SPDR S&P 500 ETF Trust worth $5.39M as of Q1 2026.
Garrison Point Advisors bought 12 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.16K.
State Street SPDR S&P 500 ETF Trust made up 2.46% of Garrison Point Advisors's portfolio in Q1 2026, its #5 holding.
Garrison Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.64M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.