Good Steward Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Good Steward Wealth 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	$2.09M	Sell	3,214 -11	-0.3%	-$7.48K	1.34%	23
2025 Q4	$2.2M	Buy	3,225 +164	+5%	+$111K	1.45%	23
2025 Q3	$2.04M	Buy	3,061 +460	+18%	+$295K	1.41%	21
2025 Q2	$1.61M	Buy	2,601 +1,532	+143%	+$876K	1.26%	22
2025 Q1	$598K	Buy	+1,069	New	+$628K	0.54%	48

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

Good Steward Wealth Advisors's SPY Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q1 2026, selling an estimated $7.48K and leaving 3,214 shares worth $2.09M. The position accounts for 1.34% of the portfolio, ranked #23.

Good Steward Wealth Advisors first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Good Steward Wealth Advisors held 3,214 shares of State Street SPDR S&P 500 ETF Trust worth $2.09M as of Q1 2026.
Good Steward Wealth Advisors sold 11 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.48K.
State Street SPDR S&P 500 ETF Trust made up 1.34% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Good Steward Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
Good Steward Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.2M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.