NWF Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

NWF Advisory Services’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	$6.87M	Buy	10,570 +211	+2%	+$143K	0.78%	36
2025 Q4	$7.06M	Sell	10,359 -1,455	-12%	-$983K	0.78%	36
2025 Q3	$7.87M	Sell	11,814 -779	-6%	-$499K	0.86%	29
2025 Q2	$7.78M	Buy	12,593 +1,317	+12%	+$753K	0.93%	29
2025 Q1	$6.31M	Buy	11,276 +292	+3%	+$172K	0.89%	28
2024 Q4	$6.46M	Buy	10,984 +2,089	+23%	+$1.23M	0.95%	32
2024 Q3	$5.1M	Buy	8,895 +782	+10%	+$432K	0.74%	36
2024 Q2	$4.42M	Buy	8,113 +466	+6%	+$244K	0.7%	39
2024 Q1	$4M	Sell	7,647 -2,179	-22%	-$1.08M	0.67%	38
2023 Q4	$4.67M	Buy	9,826 +824	+9%	+$367K	0.93%	25
2023 Q3	$3.85M	Buy	9,002 +1,003	+13%	+$446K	0.91%	27
2023 Q2	$3.55M	Hold	7,999	–	–	0.82%	28
2023 Q1	$3.55M	Buy	+7,999	New	+$3.19M	0.82%	28

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

NWF Advisory Services's SPY Position: Q1 2026 in Review

NWF Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q1 2026, buying an estimated $143K and bringing the position to 10,570 shares worth $6.87M. The position accounts for 0.78% of the portfolio, ranked #36.

NWF Advisory Services first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.87M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

NWF Advisory Services held 10,570 shares of State Street SPDR S&P 500 ETF Trust worth $6.87M as of Q1 2026.
NWF Advisory Services bought 211 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $143K.
State Street SPDR S&P 500 ETF Trust made up 0.78% of NWF Advisory Services's portfolio in Q1 2026, its #36 holding.
NWF Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $7.87M 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 NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.