Great Valley Advisor Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Great Valley Advisor 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
2023 Q3	–	Sell	-7,000	Closed	-$17.4K	–	726
2023 Q2	$17.4K	Buy	+7,000	New	+$2.94M	﹤0.01%	693
2023 Q1	–	Sell	-4,000	Closed	-$45.5K	–	756
2022 Q4	$45.5K	Buy	+4,000	New	+$1.54M	﹤0.01%	677
2022 Q1	–	Sell	-4,000	Closed	-$74K	–	628
2021 Q4	$74K	Buy	+4,000	New	+$1.84M	﹤0.01%	584
2021 Q1	–	Sell	-5,400	Closed	-$43K	–	532
2020 Q4	$43K	Buy	+5,400	New	+$1.92M	﹤0.01%	462
2020 Q2	–	Sell	-4,400	Closed	-$251K	–	435
2020 Q1	$251K	Sell	4,400 -600	-12%	-$183K	0.07%	265
2019 Q4	$44K	Buy	+5,000	New	+$1.54M	0.01%	355

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

Great Valley Advisor Group's SPY Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 58% in Q1 2026, buying an estimated $18M and bringing the position to 72,415 shares worth $47.1M. The position accounts for 0.86% of the portfolio, ranked #24.

Great Valley Advisor Group first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Great Valley Advisor Group held 72,415 shares of State Street SPDR S&P 500 ETF Trust worth $47.1M as of Q1 2026.
Great Valley Advisor Group bought 26,524 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18M.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Great Valley Advisor Group's portfolio in Q1 2026, its #24 holding.
Great Valley Advisor Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.