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Little House Capital’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Little House Capital’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 		$5.01M Sell
7,711
-125
-2% -$85K 1.29% 27
2025
Q4 		$5.34M Buy
7,836
+112
+1% +$75.7K 1.34% 24
2025
Q3 		$5.15M Buy
7,724
+54
+0.7% +$34.6K 1.18% 28
2025
Q2 		$4.74M Sell
7,670
-88
-1% -$50.3K 1.19% 28
2025
Q1 		$4.34M Sell
7,758
-13,993
-64% -$8.22M 1.19% 27
2024
Q4 		$12.7M Buy
21,751
+13,391
+160% +$7.89M 3.64% 6
2024
Q3 		$4.8M Buy
8,360
+54
+0.7% +$29.9K 1.38% 24
2024
Q2 		$4.52M Sell
8,306
-143
-2% -$74.8K 1.41% 22
2024
Q1 		$4.42M Sell
8,449
-5,023
-37% -$2.5M 1.46% 21
2023
Q4 		$6.4M Buy
13,472
+9,586
+247% +$4.27M 2.34% 8
2023
Q3 		$1.66M Sell
3,886
-307
-7% -$137K 0.68% 42
2023
Q2 		$1.86M Buy
4,193
+1,150
+38% +$483K 0.79% 35
2023
Q1 		$1.25M Sell
3,043
-19,486
-86% -$7.77M 0.59% 47
2022
Q4 		$8.62M Buy
22,529
+20,078
+819% +$7.72M 4.26% 4
2022
Q3 		$875K Buy
2,451
+442
+22% +$176K 0.47% 59
2022
Q2 		$758K Buy
2,009
+47
+2% +$19.3K 0.41% 68
2022
Q1 		$886K Sell
1,962
-4,299
-69% -$1.91M 0.45% 68
2021
Q4 		$2.97M Buy
6,261
+4,188
+202% +$1.92M 1.57% 13
2021
Q3 		$890K Buy
2,073
+110
+6% +$48.5K 0.52% 61
2021
Q2 		$840K Buy
+1,963
New +$819K 0.45% 67
2021
Q1 		– Sell
-928
Closed -$346K – 152
2020
Q4 		$346K Buy
928
+13
+1% +$4.61K 0.26% 80
2020
Q3 		$306K Buy
915
+9
+1% +$2.98K 0.25% 78
2020
Q2 		$279K Sell
906
-175
-16% -$51.2K 0.26% 79
2020
Q1 		$279K Sell
1,081
-155
-13% -$47.3K 0.3% 68
2019
Q4 		$400K Sell
1,236
-549
-31% -$169K 0.35% 71
2019
Q3 		$532K Sell
1,785
-10
-0.6% -$2.96K 0.4% 75
2019
Q2 		$541 Sell
1,795
-2,426
-57% -$699K 0.36% 77
2019
Q1 		$1.2M Buy
4,221
+684
+19% +$186K 0.9% 40
2018
Q4 		$889K Buy
+3,537
New +$954K 0.86% 44

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Little House Capital's SPY Position: Q1 2026 in Review

Little House Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, selling an estimated $85K and leaving 7,711 shares worth $5.01M. The position accounts for 1.29% of the portfolio, ranked #27.

Little House Capital first reported a position in SPY in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.7M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Little House Capital held 7,711 shares of State Street SPDR S&P 500 ETF Trust worth $5.01M as of Q1 2026.
  • Little House Capital sold 125 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $85K.
  • State Street SPDR S&P 500 ETF Trust made up 1.29% of Little House Capital's portfolio in Q1 2026, its #27 holding.
  • Little House Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 29 quarters since.
  • Little House Capital's State Street SPDR S&P 500 ETF Trust position peaked at $12.7M 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 Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.