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My Personal CFO LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

My Personal CFO LLC’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 		$6.37M Buy
9,792
+110
+1% +$74.8K 2.79% 10
2025
Q4 		$6.6M Buy
9,682
+8,519
+733% +$5.76M 2.75% 10
2025
Q3 		$775K Sell
1,163
-9,232
-89% -$5.92M 0.3% 45
2025
Q2 		$6.42M Buy
10,395
+4
+0% +$2.29K 2.92% 8
2025
Q1 		$5.81M Buy
10,391
+483
+5% +$284K 2.93% 7
2024
Q4 		$5.81M Buy
9,908
+1,002
+11% +$590K 2.98% 7
2024
Q3 		$5.11M Buy
8,906
+192
+2% +$106K 2.8% 7
2024
Q2 		$4.74M Buy
8,714
+104
+1% +$54.4K 2.53% 8
2024
Q1 		$4.5M Buy
8,610
+31
+0.4% +$15.4K 2.6% 8
2023
Q4 		$4.08M Sell
8,579
-57
-0.7% -$25.4K 2.65% 8
2023
Q3 		$3.69M Hold
8,636
– – 2.98% 7
2023
Q2 		$3.83M Buy
8,636
+39
+0.5% +$16.4K 3.01% 8
2023
Q1 		$3.52M Buy
8,597
+3,111
+57% +$1.24M 3% 9
2022
Q4 		$3.29M Hold
5,486
– – 3.03% 6
2022
Q3 		$1.96M Sell
5,486
-3,036
-36% -$1.21M 2.98% 10
2022
Q2 		$3.21M Hold
8,522
– – 4.13% 6
2022
Q1 		$3.85M Hold
8,522
– – 3.98% 6
2021
Q4 		$4.05M Buy
+8,522
New +$3.91M 3.53% 6

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Personal CFO LLC's SPY Position: Q1 2026 in Review

My Personal CFO LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, buying an estimated $74.8K and bringing the position to 9,792 shares worth $6.37M. The position accounts for 2.79% of the portfolio, ranked #10.

My Personal CFO LLC first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.6M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • My Personal CFO LLC held 9,792 shares of State Street SPDR S&P 500 ETF Trust worth $6.37M as of Q1 2026.
  • My Personal CFO LLC bought 110 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $74.8K.
  • State Street SPDR S&P 500 ETF Trust made up 2.79% of My Personal CFO LLC's portfolio in Q1 2026, its #10 holding.
  • My Personal CFO LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's State Street SPDR S&P 500 ETF Trust position peaked at $6.6M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.