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

Orcam Financial Group’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	$1.53M	Buy	2,346 +38	+2%	+$25.8K	1.08%	17
2025 Q4	$1.57M	Sell	2,308 -153	-6%	-$103K	1.18%	15
2025 Q3	$1.64M	Hold	2,461	–	–	1.32%	14
2025 Q2	$1.52M	Buy	2,461 +1	+0%	+$572	1.32%	13
2025 Q1	$1.38M	Buy	2,460 +1	+0%	+$588	1.29%	14
2024 Q4	$1.44M	Buy	2,459 +281	+13%	+$166K	1.39%	13
2024 Q3	$1.25M	Sell	2,178 -1,587	-42%	-$877K	1.21%	14
2024 Q2	$2.05M	Hold	3,765	–	–	2.2%	10
2024 Q1	$1.97M	Buy	3,765 +3,238	+614%	+$1.61M	2.16%	10
2023 Q4	$250K	Hold	527	–	–	0.31%	33
2023 Q3	$225K	Buy	527 +52	+11%	+$23.1K	0.3%	33
2023 Q2	$210K	Buy	+475	New	+$199K	0.29%	32
2022 Q2	–	Sell	-474	Closed	-$214K	–	35
2022 Q1	$214K	Hold	474	–	–	0.31%	31
2021 Q4	$225K	Buy	+474	New	+$218K	0.31%	31

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

Orcam Financial Group's SPY Position: Q1 2026 in Review

Orcam Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, buying an estimated $25.8K and bringing the position to 2,346 shares worth $1.53M. The position accounts for 1.08% of the portfolio, ranked #17.

Orcam Financial Group first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.05M in Q2 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Orcam Financial Group held 2,346 shares of State Street SPDR S&P 500 ETF Trust worth $1.53M as of Q1 2026.
Orcam Financial Group bought 38 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $25.8K.
State Street SPDR S&P 500 ETF Trust made up 1.08% of Orcam Financial Group's portfolio in Q1 2026, its #17 holding.
Orcam Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
Orcam Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.05M in Q2 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.