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

Gibbs 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	$1.67M	Buy	2,575 +432	+20%	+$294K	0.22%	90
2025 Q4	$1.49M	Hold	2,143	–	–	0.36%	54
2025 Q3	$1.43M	Sell	2,143 -384	-15%	-$246K	0.32%	64
2025 Q2	$1.56M	Buy	2,527 +356	+16%	+$204K	0.3%	71
2025 Q1	$1.21M	Sell	2,171 -1,529	-41%	-$899K	0.29%	82
2024 Q4	$2.17M	Buy	3,700 +1,675	+83%	+$987K	0.59%	38
2024 Q3	$1.16M	Buy	+2,025	New	+$1.12M	0.38%	60

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gibbs Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q1 2026, buying an estimated $294K and bringing the position to 2,575 shares worth $1.67M. The position accounts for 0.22% of the portfolio, ranked #90.

Gibbs Wealth Management first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2024. 4,586 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Gibbs Wealth Management held 2,575 shares of State Street SPDR S&P 500 ETF Trust worth $1.67M as of Q1 2026.
Gibbs Wealth Management bought 432 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $294K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Gibbs Wealth Management's portfolio in Q1 2026, its #90 holding.
Gibbs Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Gibbs Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.17M in Q4 2024.
4,586 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.