Northwest Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Northwest Financial Advisors’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	$268K	Buy	+412	New	+$280K	0.52%	56
2025 Q4	–	Sell	-408	Closed	-$271K	–	93
2025 Q3	$271K	Sell	408 -121	-23%	-$77.6K	0.35%	77
2025 Q2	$327K	Sell	529 -1,680	-76%	-$960K	0.46%	63
2025 Q1	$1.24M	Buy	2,209 +1,463	+196%	+$860K	1.02%	24
2024 Q4	$437K	Buy	746 +1	+0.1%	+$589	0.36%	65
2024 Q3	$428K	Buy	745 +28	+4%	+$15.5K	0.34%	61
2024 Q2	$390K	Sell	717 -15	-2%	-$7.85K	0.4%	61
2024 Q1	$383K	Buy	732 +146	+25%	+$72.7K	0.42%	61
2023 Q4	$279K	Buy	+586	New	+$261K	0.24%	70

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

Northwest Financial Advisors's SPY Position: Q1 2026 in Review

Northwest Financial Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 412 shares worth $268K. The stake represents 0.52% of the portfolio and ranks #56 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in SPY as recently as Q3 2025.

Northwest Financial Advisors first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Northwest Financial Advisors held 412 shares of State Street SPDR S&P 500 ETF Trust worth $268K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Northwest Financial Advisors position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.52% of Northwest Financial Advisors's portfolio in Q1 2026, its #56 holding.
Northwest Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Northwest Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.24M in Q1 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.