Granite Bay Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Granite Bay Wealth Management's SPY Position: Q1 2026 in Review
Granite Bay Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q1 2026, selling an estimated $207K and leaving 2,766 shares worth $1.8M. The position accounts for 0.38% of the portfolio, ranked #34.
Granite Bay Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $600M in Q4 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Granite Bay Wealth Management held 2,766 shares of State Street SPDR S&P 500 ETF Trust worth $1.8M as of Q1 2026.
- Granite Bay Wealth Management sold 305 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $207K.
- State Street SPDR S&P 500 ETF Trust made up 0.38% of Granite Bay Wealth Management's portfolio in Q1 2026, its #34 holding.
- Granite Bay Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- Granite Bay Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $600M in Q4 2023.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.