Godshalk Welsh Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Godshalk Welsh Capital 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	$1.22M	Hold	1,875	–	–	0.71%	50
2025 Q4	$1.28M	Hold	1,875	–	–	0.73%	44
2025 Q3	$1.25M	Hold	1,875	–	–	0.72%	42
2025 Q2	$1.16M	Hold	1,875	–	–	0.71%	45
2025 Q1	$1.05M	Hold	1,875	–	–	0.69%	50
2024 Q4	$1.1M	Hold	1,875	–	–	0.71%	48
2024 Q3	$1.08M	Hold	1,875	–	–	0.68%	47
2024 Q2	$1.02M	Hold	1,875	–	–	0.68%	47
2024 Q1	$981K	Hold	1,875	–	–	0.66%	54
2023 Q4	$891K	Hold	1,875	–	–	0.64%	54
2023 Q3	$802K	Hold	1,875	–	–	0.61%	59
2023 Q2	$831K	Hold	1,875	–	–	0.57%	62
2023 Q1	$768K	Hold	1,875	–	–	0.54%	65
2022 Q4	$717K	Hold	1,875	–	–	0.52%	69
2022 Q3	$670K	Hold	1,875	–	–	0.49%	66
2022 Q2	$707K	Hold	1,875	–	–	0.51%	69
2022 Q1	$847K	Hold	1,875	–	–	0.52%	62
2021 Q4	$891K	Sell	1,875 -25	-1%	-$11.5K	0.51%	65
2021 Q3	$815K	Hold	1,900	–	–	0.51%	64
2021 Q2	$827K	Hold	1,900	–	–	0.51%	63
2021 Q1	$753K	Hold	1,900	–	–	0.52%	63
2020 Q4	$710K	Sell	1,900 -35	-2%	-$12.4K	0.52%	64
2020 Q3	$648K	Hold	1,935	–	–	0.55%	63
2020 Q2	$597K	Hold	1,935	–	–	0.56%	64
2020 Q1	$499K	Hold	1,935	–	–	0.54%	67
2019 Q4	$623K	Sell	1,935 -28	-1%	-$8.62K	0.51%	71
2019 Q3	$583K	Hold	1,963	–	–	0.52%	70
2019 Q2	$575K	Hold	1,963	–	–	0.53%	68
2019 Q1	$555K	Hold	1,963	–	–	0.53%	68
2018 Q4	$491K	Sell	1,963 -210	-10%	-$56.6K	0.55%	69
2018 Q3	$632K	Sell	2,173 -50	-2%	-$14.2K	0.62%	63
2018 Q2	$603K	Hold	2,223	–	–	0.63%	65
2018 Q1	$585K	Hold	2,223	–	–	0.63%	65
2017 Q4	$593K	Hold	2,223	–	–	0.6%	64
2017 Q3	$558K	Hold	2,223	–	–	0.56%	69
2017 Q2	$538K	Hold	2,223	–	–	0.53%	72
2017 Q1	$524K	Hold	2,223	–	–	0.51%	73
2016 Q4	$497K	Hold	2,223	–	–	0.51%	72
2016 Q3	$481K	Hold	2,223	–	–	0.5%	78
2016 Q2	$466K	Hold	2,223	–	–	0.49%	82
2016 Q1	$457K	Hold	2,223	–	–	0.47%	83
2015 Q4	$453K	Buy	2,223 +473	+27%	+$97.1K	0.47%	87
2015 Q3	$335K	Hold	1,750	–	–	0.37%	100
2015 Q2	$360K	Hold	1,750	–	–	0.37%	98
2015 Q1	$361K	Hold	1,750	–	–	0.37%	96
2014 Q4	$360K	Buy	+1,750	New	+$352K	0.33%	103

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

Godshalk Welsh Capital Management's SPY Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,875 shares worth $1.22M. The position accounts for 0.71% of the portfolio, ranked #50.

Godshalk Welsh Capital Management first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.28M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Godshalk Welsh Capital Management held 1,875 shares of State Street SPDR S&P 500 ETF Trust worth $1.22M as of Q1 2026.
Godshalk Welsh Capital Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.71% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #50 holding.
Godshalk Welsh Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.28M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.