NRI Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NRI Wealth Management’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
2025 Q4	$289K	Hold	424	–	–	0.15%	26
2025 Q3	$282K	Buy	424 +21	+5%	+$13.5K	0.15%	28
2025 Q2	$249K	Buy	+403	New	+$230K	0.15%	26

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NRI Wealth Management's SPY Position: Q4 2025 in Review

NRI Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 424 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #26.

NRI Wealth Management first reported a position in SPY in Q2 2025 and has held it in 3 quarters since. 4,612 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

NRI Wealth Management held 424 shares of State Street SPDR S&P 500 ETF Trust worth $289K as of Q4 2025.
NRI Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.15% of NRI Wealth Management's portfolio in Q4 2025, its #26 holding.
NRI Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 3 quarters since.
4,612 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.