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

Greystone Financial 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	–	Sell	-1,510	Closed	-$1.03M	–	96
2025 Q4	$1.03M	Sell	1,510 -1,450	-49%	-$980K	0.16%	63
2025 Q3	$1.97M	Sell	2,960 -9	-0.3%	-$5.77K	0.31%	53
2025 Q2	$1.83M	Sell	2,969 -9	-0.3%	-$5.14K	0.3%	51
2025 Q1	$1.67M	Sell	2,978 -18	-0.6%	-$10.6K	0.3%	56
2024 Q4	$1.76M	Buy	2,996 +3	+0.1%	+$1.77K	0.31%	55
2024 Q3	$1.72M	Buy	2,993 +159	+6%	+$87.9K	0.31%	56
2024 Q2	$1.54M	Buy	2,834 +1,346	+90%	+$704K	0.3%	54
2024 Q1	$778K	Buy	1,488 +4	+0.3%	+$1.99K	0.16%	70
2023 Q4	$705K	Buy	+1,484	New	+$661K	0.16%	70

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

Greystone Financial Group's SPY Position: Q1 2026 in Review

Greystone Financial Group sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 1,510 shares — an estimated $1.03M sold.

Greystone Financial Group first reported a position in SPY in Q4 2023 and held it in 9 quarters. The position peaked at $1.97M in Q3 2025. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Greystone Financial Group reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 1,510 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.03M.
Greystone Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 9 quarters.
Greystone Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.97M in Q3 2025.
4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.