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

Marks Group 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	$5.74M	Sell	8,825 -745	-8%	-$507K	0.55%	69
2025 Q4	$6.53M	Sell	9,570 -193	-2%	-$130K	0.62%	60
2025 Q3	$6.5M	Sell	9,763 -24	-0.2%	-$15.4K	0.6%	76
2025 Q2	$6.05M	Buy	9,787 +2,782	+40%	+$1.59M	0.56%	77
2025 Q1	$3.92M	Buy	7,005 +28	+0.4%	+$16.5K	0.38%	88
2024 Q4	$4.09M	Buy	6,977 +464	+7%	+$273K	0.4%	87
2024 Q3	$3.74M	Sell	6,513 -1	-0%	-$553	0.36%	89
2024 Q2	$3.55M	Buy	6,514 +110	+2%	+$57.6K	0.37%	86
2024 Q1	$3.35M	Hold	6,404	–	–	0.35%	89
2023 Q4	$3.04M	Buy	6,404 +71	+1%	+$31.6K	0.35%	92
2023 Q3	$2.71M	Buy	6,333 +908	+17%	+$404K	0.34%	97
2023 Q2	$2.4M	Sell	5,425 -34	-0.6%	-$14.3K	0.29%	107
2023 Q1	$2.23M	Buy	5,459 +360	+7%	+$144K	0.29%	111
2022 Q4	$1.95M	Sell	5,099 -39	-0.8%	-$15K	0.27%	114
2022 Q3	$1.83M	Buy	5,138 +51	+1%	+$20.3K	0.28%	108
2022 Q2	$1.92M	Sell	5,087 -2,269	-31%	-$930K	0.28%	109
2022 Q1	$3.32M	Buy	7,356 +2,602	+55%	+$1.16M	0.42%	86
2021 Q4	$2.26M	Buy	4,754 +3,870	+438%	+$1.78M	0.28%	114
2021 Q3	$379K	Buy	884 +60	+7%	+$26.5K	0.05%	227
2021 Q2	$352K	Hold	824	–	–	0.05%	208
2021 Q1	$326K	Sell	824 -88	-10%	-$33.9K	0.05%	205
2020 Q4	$341K	Sell	912 -282	-24%	-$100K	0.05%	199
2020 Q3	$400K	Buy	1,194 +282	+31%	+$93.5K	0.07%	182
2020 Q2	$281K	Hold	912	–	–	0.06%	197
2020 Q1	$235K	Sell	912 -196	-18%	-$59.8K	0.06%	196
2019 Q4	$357K	Buy	+1,108	New	+$341K	0.07%	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

Marks Group Wealth Management's SPY Position: Q1 2026 in Review

Marks Group Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.8% in Q1 2026, selling an estimated $507K and leaving 8,825 shares worth $5.74M. The position accounts for 0.55% of the portfolio, ranked #69.

Marks Group Wealth Management first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.53M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Marks Group Wealth Management held 8,825 shares of State Street SPDR S&P 500 ETF Trust worth $5.74M as of Q1 2026.
Marks Group Wealth Management sold 745 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $507K.
State Street SPDR S&P 500 ETF Trust made up 0.55% of Marks Group Wealth Management's portfolio in Q1 2026, its #69 holding.
Marks Group Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Marks Group Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.53M 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 Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.