Graybill Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Graybill Wealth 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	$2.61M	Buy	4,015 +48	+1%	+$32.6K	0.8%	46
2025 Q4	$2.71M	Buy	3,967 +101	+3%	+$68.3K	0.8%	44
2025 Q3	$2.58M	Sell	3,866 -278	-7%	-$178K	0.79%	44
2025 Q2	$2.56M	Buy	4,144 +368	+10%	+$210K	0.84%	44
2025 Q1	$2.11M	Buy	+3,776	New	+$2.22M	0.72%	46
2024 Q3	$2.06M	Sell	3,590 -103	-3%	-$57K	0.76%	44
2024 Q2	$2.01M	Buy	3,693 +1,515	+70%	+$793K	0.82%	44
2024 Q1	$1.14M	Buy	2,178 +147	+7%	+$73.2K	0.48%	45
2023 Q4	$965K	Buy	2,031 +108	+6%	+$48.1K	0.43%	46
2023 Q3	$822K	Buy	1,923 +348	+22%	+$155K	0.4%	46
2023 Q2	$698K	Buy	+1,575	New	+$661K	0.33%	47

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

Graybill Wealth Management's SPY Position: Q1 2026 in Review

Graybill Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, buying an estimated $32.6K and bringing the position to 4,015 shares worth $2.61M. The position accounts for 0.8% of the portfolio, ranked #46.

Graybill Wealth Management first reported a position in SPY in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Graybill Wealth Management held 4,015 shares of State Street SPDR S&P 500 ETF Trust worth $2.61M as of Q1 2026.
Graybill Wealth Management bought 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 0.8% of Graybill Wealth Management's portfolio in Q1 2026, its #46 holding.
Graybill Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Graybill Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.71M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.