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

MYeCFO’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	$1.15M	Sell	1,764 -48	-3%	-$32.6K	0.48%	29
2025 Q4	$1.24M	Buy	1,812 +2	+0.1%	+$1.35K	0.52%	28
2025 Q3	$1.21M	Sell	1,810 -79	-4%	-$50.6K	0.55%	28
2025 Q2	$1.17M	Hold	1,889	–	–	0.57%	28
2025 Q1	$1.06M	Buy	1,889 +39	+2%	+$22.9K	0.56%	29
2024 Q4	$1.08M	Buy	1,850 +6	+0.3%	+$3.54K	0.59%	28
2024 Q3	$1.06M	Buy	1,844 +59	+3%	+$32.6K	0.57%	27
2024 Q2	$971K	Buy	1,785 +44	+3%	+$23K	0.56%	27
2024 Q1	$911K	Hold	1,741	–	–	0.53%	30
2023 Q4	$828K	Sell	1,741 -152	-8%	-$67.7K	0.52%	31
2023 Q3	$809K	Buy	1,893 +75	+4%	+$33.4K	0.56%	30
2023 Q2	$806K	Hold	1,818	–	–	0.59%	27
2023 Q1	$744K	Sell	1,818 -200	-10%	-$79.8K	0.56%	26
2022 Q4	$772K	Buy	+2,018	New	+$776K	0.63%	26

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

MYeCFO's SPY Position: Q1 2026 in Review

MYeCFO reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.6% in Q1 2026, selling an estimated $32.6K and leaving 1,764 shares worth $1.15M. The position accounts for 0.48% of the portfolio, ranked #29.

MYeCFO first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MYeCFO held 1,764 shares of State Street SPDR S&P 500 ETF Trust worth $1.15M as of Q1 2026.
MYeCFO sold 48 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $32.6K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of MYeCFO's portfolio in Q1 2026, its #29 holding.
MYeCFO first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
MYeCFO's State Street SPDR S&P 500 ETF Trust position peaked at $1.24M in Q4 2025.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.