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

MilWealth 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	$78.1K	Hold	120	–	–	0.02%	39
2025 Q4	$81.9K	Hold	120	–	–	0.02%	36
2025 Q3	$80K	Hold	120	–	–	0.02%	33
2025 Q2	$74.2K	Sell	120 -2	-2%	-$1.14K	0.02%	35
2025 Q1	$68.3K	Sell	122 -10	-8%	-$5.88K	0.02%	39
2024 Q4	$77.4K	Buy	132 +5	+4%	+$2.95K	0.02%	48
2024 Q3	$72.9K	Sell	127 -7	-5%	-$3.87K	0.02%	35
2024 Q2	$73K	Sell	134 -52	-28%	-$27.2K	0.02%	32
2024 Q1	$97.3K	Hold	186	–	–	0.03%	30
2023 Q4	$88.4K	Hold	186	–	–	0.03%	31
2023 Q3	$79.5K	Buy	186 +43	+30%	+$19.1K	0.03%	31
2023 Q2	$63.4K	Sell	143 -19	-12%	-$7.97K	0.02%	35
2023 Q1	$66.4K	Hold	162	–	–	0.03%	33
2022 Q4	$62K	Sell	162 -7	-4%	-$2.69K	0.03%	33
2022 Q3	$60.4K	Hold	169	–	–	0.03%	32
2022 Q2	$63.8K	Sell	169 -10	-6%	-$4.1K	0.03%	36
2022 Q1	$80.9K	Hold	179	–	–	0.03%	35
2021 Q4	$85.1K	Hold	179	–	–	0.03%	31
2021 Q3	$76.9K	Hold	179	–	–	0.03%	31
2021 Q2	$76.7K	Hold	179	–	–	0.03%	30
2021 Q1	$71K	Hold	179	–	–	0.03%	29
2020 Q4	$67K	Hold	179	–	–	0.03%	29
2020 Q3	$60K	Hold	179	–	–	0.03%	30
2020 Q2	$55.2K	Hold	179	–	–	0.03%	31
2020 Q1	$46.2K	Hold	179	–	–	0.04%	31
2019 Q4	$57.6K	Hold	179	–	–	0.05%	29
2019 Q3	$53.1K	Hold	179	–	–	0.04%	28
2019 Q2	$52.5K	Hold	179	–	–	0.04%	27
2019 Q1	$50.6K	Hold	179	–	–	0.05%	27
2018 Q4	$44.8K	Buy	+179	New	+$48.3K	0.04%	32

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

MilWealth Group's SPY Position: Q1 2026 in Review

MilWealth Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 120 shares worth $78.1K. The position accounts for 0.02% of the portfolio, ranked #39.

MilWealth Group first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $97.3K in Q1 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MilWealth Group held 120 shares of State Street SPDR S&P 500 ETF Trust worth $78.1K as of Q1 2026.
MilWealth Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.02% of MilWealth Group's portfolio in Q1 2026, its #39 holding.
MilWealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
MilWealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $97.3K in Q1 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.