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Guidance Point Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Guidance Point Advisors’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 		$6.97M Buy
10,704
+202
+2% +$137K 1.65% 15
2025
Q4 		$7.17M Buy
10,502
+71
+0.7% +$48K 1.66% 13
2025
Q3 		$6.95M Sell
10,431
-639
-6% -$410K 1.68% 13
2025
Q2 		$6.84M Sell
11,070
-5
-0% -$2.86K 1.76% 13
2025
Q1 		$6.19M Sell
11,075
-165
-1% -$97K 1.76% 13
2024
Q4 		$6.59M Buy
11,240
+39
+0.3% +$23K 1.85% 13
2024
Q3 		$6.43M Buy
11,201
+32
+0.3% +$17.7K 1.88% 13
2024
Q2 		$6.09M Sell
11,169
-111
-1% -$58.1K 1.9% 13
2024
Q1 		$5.9M Buy
11,280
+2,361
+26% +$1.18M 1.93% 11
2023
Q4 		$4.24M Buy
8,919
+14
+0.2% +$6.24K 1.57% 14
2023
Q3 		$3.81M Buy
8,905
+430
+5% +$191K 1.55% 15
2023
Q2 		$3.76M Buy
8,475
+7
+0.1% +$2.94K 1.44% 15
2023
Q1 		$3.47M Buy
8,468
+27
+0.3% +$10.8K 1.4% 20
2022
Q4 		$3.23M Buy
8,441
+360
+4% +$138K 1.37% 20
2022
Q3 		$2.89M Buy
8,081
+29
+0.4% +$11.5K 1.32% 23
2022
Q2 		$3.04M Buy
8,052
+15
+0.2% +$6.14K 1.31% 18
2022
Q1 		$3.63M Buy
8,037
+58
+0.7% +$25.8K 1.37% 18
2021
Q4 		$3.79M Sell
7,979
-1,390
-15% -$638K 1.37% 15
2021
Q3 		$4.02M Buy
9,369
+41
+0.4% +$18.1K 1.47% 14
2021
Q2 		$3.99M Buy
9,328
+94
+1% +$39.2K 1.55% 14
2021
Q1 		$3.66M Buy
9,234
+154
+2% +$59.4K 1.52% 15
2020
Q4 		$3.4M Buy
9,080
+70
+0.8% +$24.8K 1.56% 15
2020
Q3 		$3.02M Buy
9,010
+24
+0.3% +$7.95K 1.66% 14
2020
Q2 		$2.77M Buy
8,986
+1,459
+19% +$427K 1.54% 17
2020
Q1 		$1.94M Sell
7,527
-51
-0.7% -$15.6K 1.26% 21
2019
Q4 		$2.44M Buy
7,578
+20
+0.3% +$6.16K 1.19% 19
2019
Q3 		$2.24M Buy
7,558
+20
+0.3% +$5.91K 1.23% 18
2019
Q2 		$2.21M Buy
7,538
+18
+0.2% +$5.18K 1.25% 18
2019
Q1 		$2.12M Sell
7,520
-74
-1% -$20.1K 1.25% 18
2018
Q4 		$1.9M Buy
+7,594
New +$2.05M 1.23% 16

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guidance Point Advisors's SPY Position: Q1 2026 in Review

Guidance Point Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q1 2026, buying an estimated $137K and bringing the position to 10,704 shares worth $6.97M. The position accounts for 1.65% of the portfolio, ranked #15.

Guidance Point Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.17M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Guidance Point Advisors held 10,704 shares of State Street SPDR S&P 500 ETF Trust worth $6.97M as of Q1 2026.
  • Guidance Point Advisors bought 202 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $137K.
  • State Street SPDR S&P 500 ETF Trust made up 1.65% of Guidance Point Advisors's portfolio in Q1 2026, its #15 holding.
  • Guidance Point Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • Guidance Point Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.17M 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 Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.