Marmo Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Marmo Financial Group’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	$32.4M	Sell	49,866 -734	-1%	-$499K	16.06%	1
2025 Q4	$34.5M	Sell	50,600 -851	-2%	-$575K	16.33%	1
2025 Q3	$34.3M	Sell	51,451 -6,021	-10%	-$3.86M	16.6%	1
2025 Q2	$35.5M	Buy	57,472 +585	+1%	+$334K	17.69%	1
2025 Q1	$31.8M	Buy	56,887 +201	+0.4%	+$118K	17.41%	1
2024 Q4	$33.2M	Sell	56,686 -963	-2%	-$567K	17.94%	1
2024 Q3	$33.1M	Sell	57,649 -11,604	-17%	-$6.42M	17.65%	1
2024 Q2	$37.7M	Sell	69,253 -6,626	-9%	-$3.47M	22.78%	1
2024 Q1	$39.7M	Sell	75,879 -7,010	-8%	-$3.49M	24.14%	1
2023 Q4	$39.4M	Sell	82,889 -1,890	-2%	-$842K	29.9%	1
2023 Q3	$36.2M	Sell	84,779 -1,237	-1%	-$550K	34.38%	1
2023 Q2	$38.1M	Sell	86,016 -4,369	-5%	-$1.83M	34.46%	1
2023 Q1	$37M	Buy	90,385 +56,890	+170%	+$22.7M	35.21%	1
2022 Q4	$12.8M	Buy	+33,495	New	+$12.9M	12.38%	3

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

Marmo Financial Group's SPY Position: Q1 2026 in Review

Marmo Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, selling an estimated $499K and leaving 49,866 shares worth $32.4M. The position accounts for 16.06% of the portfolio, ranked #1.

Marmo Financial Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.7M in Q1 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Marmo Financial Group held 49,866 shares of State Street SPDR S&P 500 ETF Trust worth $32.4M as of Q1 2026.
Marmo Financial Group sold 734 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $499K.
State Street SPDR S&P 500 ETF Trust made up 16.06% of Marmo Financial Group's portfolio in Q1 2026, its #1 holding.
Marmo Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Marmo Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $39.7M in Q1 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.