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

Maridea Wealth Management’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	$3.91M	Buy	6,017 +66	+1%	+$44.9K	0.57%	42
2025 Q4	$4.06M	Buy	5,951 +393	+7%	+$266K	0.61%	41
2025 Q3	$3.73M	Buy	5,558 +4,814	+647%	+$3.09M	0.58%	38
2025 Q2	$460K	Buy	+744	New	+$425K	0.12%	170
2025 Q1	–	Sell	-464	Closed	-$272K	–	272
2024 Q4	$272K	Buy	+464	New	+$273K	0.09%	189

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

Maridea Wealth Management's SPY Position: Q1 2026 in Review

Maridea Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, buying an estimated $44.9K and bringing the position to 6,017 shares worth $3.91M. The position accounts for 0.57% of the portfolio, ranked #42.

Maridea Wealth Management first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.06M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Maridea Wealth Management held 6,017 shares of State Street SPDR S&P 500 ETF Trust worth $3.91M as of Q1 2026.
Maridea Wealth Management bought 66 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $44.9K.
State Street SPDR S&P 500 ETF Trust made up 0.57% of Maridea Wealth Management's portfolio in Q1 2026, its #42 holding.
Maridea Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
Maridea Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.06M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.