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

LeClair Wealth Partners’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	$266K	Buy	+410	New	+$279K	0.09%	94
2025 Q2	–	Sell	-920	Closed	-$515K	–	102
2025 Q1	$515K	Sell	920 -50	-5%	-$29.4K	0.37%	52
2024 Q4	$568K	Buy	+970	New	+$571K	0.38%	51

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

LeClair Wealth Partners's SPY Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 410 shares worth $266K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in SPY as recently as Q1 2025.

LeClair Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 3 quarters since. The position peaked at $568K in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

LeClair Wealth Partners held 410 shares of State Street SPDR S&P 500 ETF Trust worth $266K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new LeClair Wealth Partners position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of LeClair Wealth Partners's portfolio in Q1 2026, its #94 holding.
LeClair Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 3 quarters since.
LeClair Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $568K in Q4 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.