GDS Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

GDS Wealth Management’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	$349K	Sell	235 -130	-36%	-$88.4K	0.02%	146
2025 Q4	$249K	Hold	365	–	–	0.02%	170
2025 Q3	$243K	Buy	+365	New	+$234K	0.02%	166
2025 Q1	–	Sell	-346	Closed	-$203K	–	181
2024 Q4	$203K	Buy	+346	New	+$204K	0.02%	169

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

GDS Wealth Management's SPY Position: Q1 2026 in Review

GDS Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 36% in Q1 2026, selling an estimated $88.4K and leaving 235 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #146.

GDS Wealth Management first reported a position in SPY in Q4 2024 and has held it in 4 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

GDS Wealth Management held 235 shares of State Street SPDR S&P 500 ETF Trust worth $349K as of Q1 2026.
GDS Wealth Management sold 130 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $88.4K.
State Street SPDR S&P 500 ETF Trust made up 0.02% of GDS Wealth Management's portfolio in Q1 2026, its #146 holding.
GDS Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 4 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.