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

Michels Family Financial’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	$8.64M	Buy	13,279 +297	+2%	+$202K	6.23%	1
2025 Q4	$8.85M	Buy	12,982 +756	+6%	+$511K	6.5%	1
2025 Q3	$8.14M	Buy	12,226 +642	+6%	+$412K	6.34%	1
2025 Q2	$7.16M	Buy	11,584 +64	+0.6%	+$36.6K	6.1%	1
2025 Q1	$6.44M	Buy	11,520 +813	+8%	+$478K	5.83%	1
2024 Q4	$6.28M	Buy	+10,707	New	+$6.31M	5.74%	1

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

Michels Family Financial's SPY Position: Q1 2026 in Review

Michels Family Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q1 2026, buying an estimated $202K and bringing the position to 13,279 shares worth $8.64M. The position accounts for 6.23% of the portfolio, ranked #1.

Michels Family Financial first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.85M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Michels Family Financial held 13,279 shares of State Street SPDR S&P 500 ETF Trust worth $8.64M as of Q1 2026.
Michels Family Financial bought 297 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $202K.
State Street SPDR S&P 500 ETF Trust made up 6.23% of Michels Family Financial's portfolio in Q1 2026, its #1 holding.
Michels Family Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's State Street SPDR S&P 500 ETF Trust position peaked at $8.85M 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 Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.