Goodman Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Goodman Advisory Group’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	$165K	Sell	254 -48	-16%	-$32.6K	0.04%	81
2025 Q4	$206K	Sell	302 -41	-12%	-$27.7K	0.05%	69
2025 Q3	$229K	Buy	343 +110	+47%	+$70.5K	0.06%	65
2025 Q2	$144K	Hold	233	–	–	0.05%	64
2025 Q1	$130K	Buy	+233	New	+$137K	0.04%	83
2024 Q4	–	Sell	-233	Closed	-$134K	–	162
2024 Q3	$134K	Buy	233 +23	+11%	+$12.7K	0.04%	91
2024 Q2	$114K	Hold	210	–	–	0.03%	92
2024 Q1	$110K	Hold	210	–	–	0.03%	83
2023 Q4	$99.8K	Hold	210	–	–	0.03%	78
2023 Q3	$89.8K	Hold	210	–	–	0.03%	85
2023 Q2	$93.1K	Hold	210	–	–	0.03%	72
2023 Q1	$86K	Hold	210	–	–	0.05%	65
2022 Q4	$80K	Hold	210	–	–	0.05%	64
2022 Q3	$75K	Hold	210	–	–	0.04%	66
2022 Q2	$79K	Buy	+210	New	+$86K	0.04%	66

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

Goodman Advisory Group's SPY Position: Q1 2026 in Review

Goodman Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, selling an estimated $32.6K and leaving 254 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #81.

Goodman Advisory Group first reported a position in SPY in Q2 2022 and has held it in 15 quarters since. The position peaked at $229K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Goodman Advisory Group held 254 shares of State Street SPDR S&P 500 ETF Trust worth $165K as of Q1 2026.
Goodman Advisory Group sold 48 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $32.6K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Goodman Advisory Group's portfolio in Q1 2026, its #81 holding.
Goodman Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $229K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.