North Berkeley Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
North Berkeley Wealth Management's SPY Position: Q1 2026 in Review
North Berkeley Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q1 2026, buying an estimated $61.9K and bringing the position to 2,828 shares worth $1.84M. The position accounts for 0.97% of the portfolio, ranked #23.
North Berkeley Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- North Berkeley Wealth Management held 2,828 shares of State Street SPDR S&P 500 ETF Trust worth $1.84M as of Q1 2026.
- North Berkeley Wealth Management bought 91 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $61.9K.
- State Street SPDR S&P 500 ETF Trust made up 0.97% of North Berkeley Wealth Management's portfolio in Q1 2026, its #23 holding.
- North Berkeley Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
- North Berkeley Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.06M in Q3 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.