Ironwood Wealth Management (Arizona)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ironwood Wealth Management (Arizona)’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	$1.45M	Sell	2,228 -72	-3%	-$49K	0.42%	19
2025 Q4	$1.57M	Hold	2,300	–	–	0.46%	19
2025 Q3	$1.53M	Sell	2,300 -212	-8%	-$136K	0.51%	20
2025 Q2	$1.55M	Sell	2,512 -1,751	-41%	-$1M	0.57%	20
2025 Q1	$2.38M	Sell	4,263 -114	-3%	-$67K	0.73%	18
2024 Q4	$2.57M	Sell	4,377 -103	-2%	-$60.7K	0.8%	19
2024 Q3	$2.57M	Sell	4,480 -157	-3%	-$86.8K	0.77%	19
2024 Q2	$2.52M	Sell	4,637 -181	-4%	-$94.7K	0.82%	19
2024 Q1	$2.52M	Sell	4,818 -1	-0%	-$498	0.82%	19
2023 Q4	$2.29M	Sell	4,819 -87	-2%	-$38.8K	0.76%	19
2023 Q3	$2.1M	Sell	4,906 -657	-12%	-$292K	0.86%	24
2023 Q2	$2.47M	Buy	5,563 +90	+2%	+$37.8K	0.92%	21
2023 Q1	$2.24M	Sell	5,473 -179	-3%	-$71.4K	0.88%	22
2022 Q4	$2.16M	Buy	5,652 +1,035	+22%	+$398K	0.9%	22
2022 Q3	$1.74M	Hold	4,617	–	–	0.78%	17
2022 Q2	$1.74M	Buy	4,617 +630	+16%	+$258K	0.78%	17
2022 Q1	$1.8M	Sell	3,987 -174	-4%	-$77.5K	0.74%	19
2021 Q4	$1.98M	Sell	4,161 -44	-1%	-$20.2K	0.86%	13
2021 Q3	$1.8M	Sell	4,205 -3	-0.1%	-$1.32K	0.85%	13
2021 Q2	$1.8M	Sell	4,208 -165	-4%	-$68.9K	1.04%	15
2021 Q1	$1.73M	Sell	4,373 -143	-3%	-$55.1K	1.11%	15
2020 Q4	$1.69M	Sell	4,516 -540	-11%	-$192K	1.05%	16
2020 Q3	$1.56M	Hold	5,056	–	–	1.16%	16
2020 Q2	$1.56M	Buy	5,056 +1,178	+30%	+$345K	1.16%	16
2020 Q1	$1M	Buy	3,878 +1,183	+44%	+$361K	0.84%	19
2019 Q4	$867K	Hold	2,695	–	–	0.6%	19
2019 Q3	$800K	Buy	2,695 +195	+8%	+$57.6K	0.6%	19
2019 Q2	$733K	Sell	2,500 -12	-0.5%	-$3.46K	0.56%	18
2019 Q1	$710K	Hold	2,512	–	–	0.61%	20
2018 Q4	$628K	Buy	2,512 +152	+6%	+$41K	0.61%	19
2018 Q3	$686K	Buy	2,360 +94	+4%	+$26.8K	0.61%	18
2018 Q2	$615K	Buy	+2,266	New	+$612K	0.58%	21
2017 Q3	$635K	Buy	+2,526	New	+$623K	0.59%	21

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

Ironwood Wealth Management (Arizona)'s SPY Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, selling an estimated $49K and leaving 2,228 shares worth $1.45M. The position accounts for 0.42% of the portfolio, ranked #19.

Ironwood Wealth Management (Arizona) first reported a position in SPY in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.57M in Q3 2024. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Ironwood Wealth Management (Arizona) held 2,228 shares of State Street SPDR S&P 500 ETF Trust worth $1.45M as of Q1 2026.
Ironwood Wealth Management (Arizona) sold 72 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $49K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #19 holding.
Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 33 quarters since.
Ironwood Wealth Management (Arizona)'s State Street SPDR S&P 500 ETF Trust position peaked at $2.57M in Q3 2024.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.