Measured Wealth Private Client Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Measured Wealth Private Client 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	$12M	Sell	18,418 -1,581	-8%	-$1.07M	3.27%	9
2025 Q4	$13.6M	Sell	19,999 -6,010	-23%	-$4.06M	3.61%	9
2025 Q3	$17.3M	Sell	26,009 -274	-1%	-$176K	4.67%	5
2025 Q2	$16.2M	Sell	26,283 -239	-0.9%	-$137K	4.86%	6
2025 Q1	$14.8M	Sell	26,522 -139	-0.5%	-$81.7K	4.76%	7
2024 Q4	$15.6M	Sell	26,661 -1,229	-4%	-$724K	5.05%	5
2024 Q3	$16M	Sell	27,890 -1,976	-7%	-$1.09M	5.35%	4
2024 Q2	$16.3M	Sell	29,866 -4,600	-13%	-$2.41M	5.71%	4
2024 Q1	$18M	Sell	34,466 -912	-3%	-$454K	6.3%	4
2023 Q4	$16.8M	Sell	35,378 -428	-1%	-$191K	6.2%	4
2023 Q3	$15.3M	Sell	35,806 -1,191	-3%	-$530K	6.16%	4
2023 Q2	$16.4M	Sell	36,997 -4,186	-10%	-$1.76M	6.23%	4
2023 Q1	$16.9M	Sell	41,183 -982	-2%	-$392K	6.49%	3
2022 Q4	$16.1M	Sell	42,165 -5,973	-12%	-$2.3M	6.64%	4
2022 Q3	$17.2M	Buy	48,138 +44,225	+1,130%	+$17.6M	7.6%	3
2022 Q2	$1.48M	Sell	3,913 -1,042	-21%	-$427K	0.65%	23
2022 Q1	$2.24M	Sell	4,955 -865	-15%	-$385K	0.82%	18
2021 Q4	$2.76M	Sell	5,820 -26	-0.4%	-$11.9K	0.98%	18
2021 Q3	$2.51M	Sell	5,846 -9	-0.2%	-$3.97K	0.97%	19
2021 Q2	$2.51M	Buy	5,855 +6	+0.1%	+$2.5K	0.8%	22
2021 Q1	$2.32M	Buy	5,849 +7	+0.1%	+$2.7K	0.82%	20
2020 Q4	$2.18M	Sell	5,842 -5	-0.1%	-$1.77K	0.91%	17
2020 Q3	$1.96M	Sell	5,847 -13	-0.2%	-$4.31K	0.95%	16
2020 Q2	$1.81M	Sell	5,860 -82	-1%	-$24K	1.05%	13
2020 Q1	$1.53M	Sell	5,942 -223	-4%	-$68K	1.19%	15
2019 Q4	$1.98M	Sell	6,165 -177	-3%	-$54.5K	1.32%	13
2019 Q3	$1.88M	Sell	6,342 -1,030	-14%	-$304K	1.22%	18
2019 Q2	$2.16M	Sell	7,372 -6,003	-45%	-$1.73M	1.25%	16
2019 Q1	$3.78M	Buy	13,375 +2,397	+22%	+$651K	2.33%	9
2018 Q4	$2.74M	Sell	10,978 -810	-7%	-$218K	2.49%	9
2018 Q3	$3.43M	Buy	11,788 +1,002	+9%	+$285K	2.06%	9
2018 Q2	$2.93M	Buy	+10,786	New	+$2.91M	2.38%	8
2017 Q3	$2.8M	Buy	+11,157	New	+$2.75M	3.83%	7

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

Measured Wealth Private Client Group's SPY Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q1 2026, selling an estimated $1.07M and leaving 18,418 shares worth $12M. The position accounts for 3.27% of the portfolio, ranked #9.

Measured Wealth Private Client Group first reported a position in SPY in Q3 2017 and has held it in 33 quarters since. The position peaked at $18M in Q1 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Measured Wealth Private Client Group held 18,418 shares of State Street SPDR S&P 500 ETF Trust worth $12M as of Q1 2026.
Measured Wealth Private Client Group sold 1,581 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.07M.
State Street SPDR S&P 500 ETF Trust made up 3.27% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #9 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2017 and has held it in 33 quarters since.
Measured Wealth Private Client Group's State Street SPDR S&P 500 ETF Trust position peaked at $18M in Q1 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.