NRI
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NFP Retirement Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NFP Retirement Inc’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 		$3.93M Sell
6,040
-70
-1% -$47.6K 0.24% 71
2025
Q4 		$4.17M Sell
6,110
-567
-8% -$383K 0.25% 64
2025
Q3 		$4.45M Sell
6,677
-1,062
-14% -$681K 0.28% 60
2025
Q2 		$4.78M Buy
7,739
+1,610
+26% +$920K 0.32% 55
2025
Q1 		$3.43M Sell
6,129
-240
-4% -$141K 0.27% 53
2024
Q4 		$3.73M Buy
6,369
+639
+11% +$376K 0.29% 50
2024
Q3 		$3.29M Buy
5,730
+65
+1% +$35.9K 0.27% 56
2024
Q2 		$3.08M Sell
5,665
-934
-14% -$489K 0.26% 58
2024
Q1 		$3.45M Sell
6,599
-6,309
-49% -$3.14M 0.3% 54
2023
Q4 		$6.14M Sell
12,908
-8,664
-40% -$3.86M 1.04% 26
2023
Q3 		$9.22M Buy
21,572
+7,357
+52% +$3.27M 1.76% 16
2023
Q2 		$6.3M Buy
14,215
+2,189
+18% +$919K 1.18% 22
2023
Q1 		$4.92M Buy
12,026
+2,798
+30% +$1.12M 0.98% 26
2022
Q4 		$3.53M Buy
9,228
+3,682
+66% +$1.42M 0.77% 32
2022
Q3 		$1.98M Buy
5,546
+2,859
+106% +$1.14M 0.49% 57
2022
Q2 		$1.01M Buy
2,687
+579
+27% +$237K 0.26% 79
2022
Q1 		$953K Sell
2,108
-94
-4% -$41.8K 0.23% 86
2021
Q4 		$1.05M Buy
2,202
+567
+35% +$260K 0.37% 47
2021
Q3 		$702K Sell
1,635
-1,816
-53% -$801K 0.29% 55
2021
Q2 		$1.48M Buy
3,451
+1,808
+110% +$755K 0.57% 37
2021
Q1 		$651K Sell
1,643
-659
-29% -$254K 0.28% 60
2020
Q4 		$861K Sell
2,302
-2,933
-56% -$1.04M 0.53% 43
2020
Q3 		$1.75M Sell
5,235
-5,340
-50% -$1.77M 1.16% 24
2020
Q2 		$3.26M Buy
10,575
+1,772
+20% +$519K 2.38% 9
2020
Q1 		$2.27M Buy
8,803
+3,903
+80% +$1.19M 2.22% 10
2019
Q4 		$1.57M Buy
+4,900
New +$1.51M 1.46% 20

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

NFP Retirement Inc's SPY Position: Q1 2026 in Review

NFP Retirement Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $47.6K and leaving 6,040 shares worth $3.93M. The position accounts for 0.24% of the portfolio, ranked #71.

NFP Retirement Inc first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.22M in Q3 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • NFP Retirement Inc held 6,040 shares of State Street SPDR S&P 500 ETF Trust worth $3.93M as of Q1 2026.
  • NFP Retirement Inc sold 70 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $47.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of NFP Retirement Inc's portfolio in Q1 2026, its #71 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's State Street SPDR S&P 500 ETF Trust position peaked at $9.22M in Q3 2023.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.