Golden State Equity Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.08M Buy
6,275
+5,022
+401% +$3.41M 0.31% 67
2025
Q4
$855K Buy
1,253
+60
+5% +$40.6K 0.14% 168
2025
Q3
$795K Buy
1,193
+20
+2% +$12.8K 0.13% 183
2025
Q2
$725K Buy
1,173
+67
+6% +$38.3K 0.13% 188
2025
Q1
$619K Sell
1,106
-276
-20% -$162K 0.12% 205
2024
Q4
$810K Buy
+1,382
New +$814K 0.15% 157
2024
Q3
Sell
-1,184
Closed -$644K 894
2024
Q2
$644K Buy
+1,184
New +$620K 0.13% 171
2023
Q4
$502K Buy
1,057
+16
+2% +$7.13K 0.12% 190
2023
Q3
$445K Buy
1,041
+97
+10% +$43.1K 0.12% 180
2023
Q2
$418K Buy
+944
New +$396K 0.12% 207
2021
Q4
Sell
-735
Closed -$315K 245
2021
Q3
$315K Sell
735
-3,270
-82% -$1.44M 0.13% 159
2021
Q2
$1.71M Buy
+4,005
New +$1.67M 0.66% 31

Other funds holding SPY

Golden State Equity Partners's SPY Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 401% in Q1 2026, buying an estimated $3.41M and bringing the position to 6,275 shares worth $4.08M. The position accounts for 0.31% of the portfolio, ranked #67.

Golden State Equity Partners first reported a position in SPY in Q2 2021 and has held it in 12 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Golden State Equity Partners held 6,275 shares of State Street SPDR S&P 500 ETF Trust worth $4.08M as of Q1 2026.
  • Golden State Equity Partners bought 5,022 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.41M.
  • State Street SPDR S&P 500 ETF Trust made up 0.31% of Golden State Equity Partners's portfolio in Q1 2026, its #67 holding.
  • Golden State Equity Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 12 quarters since.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.