Leith Wheeler Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.31M | Sell |
3,550
-35
| -1% | -$23.8K | 0.19% | 55 |
|
|
2025
Q4 | $2.44M | Hold |
3,585
| – | – | 0.18% | 54 |
|
|
2025
Q3 | $2.39M | Buy |
3,585
+35
| +1% | +$22.4K | 0.16% | 55 |
|
|
2025
Q2 | $2.19M | Hold |
3,550
| – | – | 0.16% | 52 |
|
|
2025
Q1 | $1.99M | Sell |
3,550
-62
| -2% | -$36.4K | 0.14% | 54 |
|
|
2024
Q4 | $2.12M | Sell |
3,612
-45
| -1% | -$26.5K | 0.15% | 53 |
|
|
2024
Q3 | $2.1M | Sell |
3,657
-4
| -0.1% | -$2.21K | 0.15% | 53 |
|
|
2024
Q2 | $1.99M | Buy |
3,661
+727
| +25% | +$381K | 0.17% | 52 |
|
|
2024
Q1 | $1.53M | Hold |
2,934
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $1.39M | Sell |
2,934
-70
| -2% | -$31.2K | 0.15% | 51 |
|
|
2023
Q3 | $1.28M | Sell |
3,004
-11
| -0.4% | -$4.89K | 0.17% | 52 |
|
|
2023
Q2 | $1.34M | Sell |
3,015
-21
| -0.7% | -$8.81K | 0.17% | 55 |
|
|
2023
Q1 | $1.24M | Sell |
3,036
-5
| -0.2% | -$2K | 0.18% | 50 |
|
|
2022
Q4 | $1.16M | Sell |
3,041
-54
| -2% | -$20.8K | 0.17% | 50 |
|
|
2022
Q3 | $1.1M | Sell |
3,095
-66
| -2% | -$26.2K | 0.19% | 49 |
|
|
2022
Q2 | $1.53M | Sell |
3,161
-21
| -0.7% | -$8.6K | 0.2% | 48 |
|
|
2022
Q1 | $1.44M | Hold |
3,182
| – | – | 0.21% | 32 |
|
|
2021
Q4 | $1.51M | Sell |
3,182
-94
| -3% | -$43.2K | 0.21% | 31 |
|
|
2021
Q3 | $1.41M | Sell |
3,276
-76
| -2% | -$33.5K | 0.21% | 32 |
|
|
2021
Q2 | $1.44M | Sell |
3,352
-12
| -0.4% | -$5.01K | 0.22% | 30 |
|
|
2021
Q1 | $1.33M | Sell |
3,364
-195
| -5% | -$75.2K | 0.22% | 30 |
|
|
2020
Q4 | $1.69M | Sell |
3,559
-1,523
| -30% | -$540K | 0.24% | 29 |
|
|
2020
Q3 | $1.7M | Hold |
5,082
| – | – | 0.36% | 30 |
|
|
2020
Q2 | $1.57M | Sell |
5,082
-650
| -11% | -$190K | 0.38% | 27 |
|
|
2020
Q1 | $1.48M | Sell |
5,732
-1,138
| -17% | -$347K | 0.45% | 26 |
|
|
2019
Q4 | $2.21M | Buy |
6,870
+4,070
| +145% | +$1.25M | 0.55% | 24 |
|
|
2019
Q3 | $831K | Hold |
2,800
| – | – | 0.24% | 24 |
|
|
2019
Q2 | $820K | Hold |
2,800
| – | – | 0.25% | 24 |
|
|
2019
Q1 | $791K | Hold |
2,800
| – | – | 0.24% | 25 |
|
|
2018
Q4 | $700K | Sell |
2,800
-900
| -24% | -$243K | 0.26% | 25 |
|
|
2018
Q3 | $1.08M | Buy |
3,700
+850
| +30% | +$242K | 0.32% | 24 |
|
|
2018
Q2 | $773K | Sell |
2,850
-920
| -24% | -$248K | 0.26% | 26 |
|
|
2018
Q1 | $992K | Buy |
3,770
+870
| +30% | +$237K | 0.96% | 25 |
|
|
2017
Q4 | $774K | Hold |
2,900
| – | – | 1.35% | 25 |
|
|
2017
Q3 | $728K | Hold |
2,900
| – | – | 0.3% | 26 |
|
|
2017
Q2 | $701K | Hold |
2,900
| – | – | 0.32% | 25 |
|
|
2017
Q1 | $684K | Buy |
+2,900
| New | +$674K | 0.45% | 25 |
|
Other funds holding SPY
Leith Wheeler Investment Counsel's SPY Position: Q1 2026 in Review
Leith Wheeler Investment Counsel reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.98% in Q1 2026, selling an estimated $23.8K and leaving 3,550 shares worth $2.31M. The position accounts for 0.19% of the portfolio, ranked #55.
Leith Wheeler Investment Counsel first reported a position in SPY in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.44M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Leith Wheeler Investment Counsel held 3,550 shares of State Street SPDR S&P 500 ETF Trust worth $2.31M as of Q1 2026.
- Leith Wheeler Investment Counsel 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 0.19% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #55 holding.
- Leith Wheeler Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 37 quarters since.
- Leith Wheeler Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $2.44M in Q4 2025.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.