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

Madison 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	$6.13M	Buy	9,430 +258	+3%	+$175K	0.98%	19
2025 Q4	$6.25M	Buy	9,172 +8	+0.1%	+$5.41K	1.14%	17
2025 Q3	$6.1M	Sell	9,164 -195	-2%	-$125K	1.21%	15
2025 Q2	$5.78M	Sell	9,359 -87	-0.9%	-$49.7K	1.26%	16
2025 Q1	$5.28M	Buy	9,446 +2	+0%	+$1.18K	1.3%	16
2024 Q4	$5.53M	Sell	9,444 -6	-0.1%	-$3.54K	1.55%	14
2024 Q3	$5.42M	Buy	9,450 +1,444	+18%	+$798K	1.61%	13
2024 Q2	$4.36M	Hold	8,006	–	–	1.49%	15
2024 Q1	$4.19M	Sell	8,006 -71	-0.9%	-$35.3K	1.51%	14
2023 Q4	$3.84M	Buy	8,077 +71	+0.9%	+$31.6K	1.52%	14
2023 Q3	$3.42M	Buy	8,006 +28	+0.4%	+$12.5K	1.73%	12
2023 Q2	$3.54M	Buy	7,978 +29	+0.4%	+$12.2K	1.65%	13
2023 Q1	$3.25M	Buy	7,949 +34	+0.4%	+$13.6K	1.64%	13
2022 Q4	$3.03M	Buy	7,915 +33	+0.4%	+$12.7K	1.77%	12
2022 Q3	$2.81M	Buy	7,882 +31	+0.4%	+$12.3K	1.84%	12
2022 Q2	$2.96M	Buy	7,851 +12	+0.2%	+$4.92K	1.88%	12
2022 Q1	$3.54M	Buy	7,839 +28	+0.4%	+$12.5K	1.98%	13
2021 Q4	$3.71M	Buy	7,811 +24	+0.3%	+$11K	1.87%	13
2021 Q3	$3.34M	Buy	7,787 +37	+0.5%	+$16.3K	1.89%	13
2021 Q2	$3.32M	Buy	7,750 +55	+0.7%	+$23K	1.9%	13
2021 Q1	$2.88M	Hold	7,695	–	–	2.02%	13
2020 Q4	$2.88M	Buy	+7,695	New	+$2.73M	1.93%	14

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

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

Madison Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q1 2026, buying an estimated $175K and bringing the position to 9,430 shares worth $6.13M. The position accounts for 0.98% of the portfolio, ranked #19.

Madison Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.25M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Madison Wealth Partners held 9,430 shares of State Street SPDR S&P 500 ETF Trust worth $6.13M as of Q1 2026.
Madison Wealth Partners bought 258 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $175K.
State Street SPDR S&P 500 ETF Trust made up 0.98% of Madison Wealth Partners's portfolio in Q1 2026, its #19 holding.
Madison Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Madison Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $6.25M 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 Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.