Moran Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moran Wealth Management’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	–	Sell	-10,864	Closed	-$7.41M	–	554
2025 Q4	$7.41M	Sell	10,864 -84,932	-89%	-$57.4M	0.23%	141
2025 Q3	$63.8M	Buy	95,796 +50,604	+112%	+$32.4M	1.92%	2
2025 Q2	$27.9M	Buy	45,192 +4,096	+10%	+$2.34M	0.86%	22
2025 Q1	$23M	Sell	41,096 -14,023	-25%	-$8.24M	0.77%	25
2024 Q4	$32.3M	Buy	55,119 +5,448	+11%	+$3.21M	1.03%	14
2024 Q3	$28.5M	Buy	49,671 +93	+0.2%	+$51.4K	0.88%	22
2024 Q2	$27M	Buy	49,578 +2,463	+5%	+$1.29M	0.89%	20
2024 Q1	$24.6M	Sell	47,115 -23,647	-33%	-$11.8M	0.8%	24
2023 Q4	$33.6M	Buy	70,762 +28,934	+69%	+$12.9M	1.2%	10
2023 Q3	$17.9M	Sell	41,828 -52	-0.1%	-$23.1K	0.69%	43
2023 Q2	$18.6M	Sell	41,880 -256	-0.6%	-$107K	0.7%	45
2023 Q1	$17.3M	Buy	42,136 +3,608	+9%	+$1.44M	0.65%	53
2022 Q4	$14.7M	Buy	+38,528	New	+$14.8M	0.56%	57

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moran Wealth Management's SPY Position: Q1 2026 in Review

Moran Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 10,864 shares — an estimated $7.41M sold.

Moran Wealth Management first reported a position in SPY in Q4 2022 and held it in 13 quarters. The position peaked at $63.8M in Q3 2025. 4,585 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Moran Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 10,864 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.41M.
Moran Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and held it in 13 quarters.
Moran Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $63.8M in Q3 2025.
4,585 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.