Laurel Wealth Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Laurel Wealth Planning’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	$1.16M	Sell	1,777 -35	-2%	-$23.8K	0.61%	35
2025 Q4	$1.24M	Buy	1,812 +13	+0.7%	+$8.79K	0.68%	32
2025 Q3	$1.2M	Sell	1,799 -17	-0.9%	-$10.9K	0.63%	34
2025 Q2	$1.12M	Sell	1,816 -117	-6%	-$66.9K	0.64%	33
2025 Q1	$1.08M	Sell	1,933 -180	-9%	-$106K	0.72%	32
2024 Q4	$1.24M	Buy	2,113 +476	+29%	+$280K	0.8%	32
2024 Q3	$939K	Sell	1,637 -258	-14%	-$143K	0.61%	31
2024 Q2	$1.03M	Sell	1,895 -804	-30%	-$421K	0.72%	29
2024 Q1	$1.41M	Sell	2,699 -192	-7%	-$95.6K	0.94%	29
2023 Q4	$1.37M	Sell	2,891 -2,688	-48%	-$1.2M	0.97%	27
2023 Q3	$2.38M	Sell	5,579 -215	-4%	-$95.6K	1.86%	21
2023 Q2	$2.57M	Sell	5,794 -1,528	-21%	-$641K	1.83%	22
2023 Q1	$3M	Sell	7,322 -1,605	-18%	-$640K	1.99%	22
2022 Q4	$3.41M	Buy	8,927 +8,396	+1,581%	+$3.23M	2.2%	16
2022 Q3	$190K	Hold	531	–	–	0.14%	58
2022 Q2	$200K	Sell	531 -96	-15%	-$39.3K	0.14%	61
2022 Q1	$283K	Hold	627	–	–	0.19%	58
2021 Q4	$298K	Hold	627	–	–	0.23%	57
2021 Q3	$269K	Sell	627 -358	-36%	-$158K	0.22%	54
2021 Q2	$422K	Buy	985 +838	+570%	+$350K	0.37%	39
2021 Q1	$58K	Hold	147	–	–	0.05%	61
2020 Q4	$55K	Buy	+147	New	+$52.2K	0.05%	60

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

Laurel Wealth Planning's SPY Position: Q1 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q1 2026, selling an estimated $23.8K and leaving 1,777 shares worth $1.16M. The position accounts for 0.61% of the portfolio, ranked #35.

Laurel Wealth Planning first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.41M in Q4 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Laurel Wealth Planning held 1,777 shares of State Street SPDR S&P 500 ETF Trust worth $1.16M as of Q1 2026.
Laurel Wealth Planning sold 35 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $23.8K.
State Street SPDR S&P 500 ETF Trust made up 0.61% of Laurel Wealth Planning's portfolio in Q1 2026, its #35 holding.
Laurel Wealth Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Laurel Wealth Planning's State Street SPDR S&P 500 ETF Trust position peaked at $3.41M in Q4 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.