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

Monument Group Wealth Advisors’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	$681K	Buy	1,047 +51	+5%	+$34.7K	0.38%	15
2025 Q4	$679K	Buy	996 +390	+64%	+$264K	0.37%	15
2025 Q3	$404K	Hold	606	–	–	0.24%	23
2025 Q2	$374K	Hold	606	–	–	0.24%	27
2025 Q1	$339K	Hold	606	–	–	0.24%	30
2024 Q4	$355K	Hold	606	–	–	0.25%	28
2024 Q3	$348K	Hold	606	–	–	0.21%	29
2024 Q2	$330K	Hold	606	–	–	0.22%	31
2024 Q1	$317K	Hold	606	–	–	0.23%	31
2023 Q4	$288K	Buy	+606	New	+$270K	0.25%	31

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

Monument Group Wealth Advisors's SPY Position: Q1 2026 in Review

Monument Group Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.1% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,047 shares worth $681K. The position accounts for 0.38% of the portfolio, ranked #15.

Monument Group Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Monument Group Wealth Advisors held 1,047 shares of State Street SPDR S&P 500 ETF Trust worth $681K as of Q1 2026.
Monument Group Wealth Advisors bought 51 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34.7K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Monument Group Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.