High Net Worth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

High Net Worth Advisory 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	$7.06M	Sell	10,856 -100	-0.9%	-$68K	1.65%	11
2025 Q4	$7.47M	Buy	10,956 +1	+0%	+$676	1.72%	10
2025 Q3	$7.3M	Hold	10,955	–	–	1.76%	11
2025 Q2	$6.77M	Buy	10,955 +151	+1%	+$86.3K	1.79%	9
2025 Q1	$6.04M	Sell	10,804 -2	-0%	-$1.18K	1.71%	10
2024 Q4	$6.33M	Buy	10,806 +11	+0.1%	+$6.48K	1.77%	11
2024 Q3	$6.19M	Sell	10,795 -15,199	-58%	-$8.4M	1.7%	12
2024 Q2	$5.94M	Buy	25,994 +15,066	+138%	+$7.89M	1.8%	10
2024 Q1	$5.72M	Buy	10,928 +5,433	+99%	+$2.7M	1.8%	10
2023 Q4	$2.61M	Buy	5,495 +50	+0.9%	+$22.3K	0.97%	26
2023 Q3	$2.33M	Sell	5,445 -213	-4%	-$94.7K	0.93%	26
2023 Q2	$2.51M	Buy	5,658 +8	+0.1%	+$3.36K	0.97%	23
2023 Q1	$2.31M	Buy	5,650 +109	+2%	+$43.5K	0.94%	23
2022 Q4	$2.12M	Buy	5,541 +94	+2%	+$36.1K	0.82%	23
2022 Q3	$1.95M	Buy	5,447 +1	+0%	+$397	0.83%	24
2022 Q2	$2.06M	Sell	5,446 -45	-0.8%	-$18.4K	0.85%	27
2022 Q1	$2.48M	Buy	5,491 +304	+6%	+$135K	0.9%	21
2021 Q4	$2.46M	Buy	+5,187	New	+$2.38M	0.86%	27

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

High Net Worth Advisory Group's SPY Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.91% in Q1 2026, selling an estimated $68K and leaving 10,856 shares worth $7.06M. The position accounts for 1.65% of the portfolio, ranked #11.

High Net Worth Advisory Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.47M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

High Net Worth Advisory Group held 10,856 shares of State Street SPDR S&P 500 ETF Trust worth $7.06M as of Q1 2026.
High Net Worth Advisory Group sold 100 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $68K.
State Street SPDR S&P 500 ETF Trust made up 1.65% of High Net Worth Advisory Group's portfolio in Q1 2026, its #11 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $7.47M 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 High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.