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

Outfitter Financial’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	$219K	Buy	337 +15	+5%	+$10.2K	0.17%	77
2025 Q4	$220K	Hold	322	–	–	0.17%	77
2025 Q3	$215K	Buy	+322	New	+$206K	0.17%	74
2025 Q1	–	Sell	-342	Closed	-$200K	–	83
2024 Q4	$200K	Buy	+342	New	+$201K	0.16%	81
2022 Q1	–	Sell	-372	Closed	-$177K	–	221
2021 Q4	$177K	Buy	+372	New	+$171K	0.13%	90

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

Outfitter Financial's SPY Position: Q1 2026 in Review

Outfitter Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q1 2026, buying an estimated $10.2K and bringing the position to 337 shares worth $219K. The position accounts for 0.17% of the portfolio, ranked #77.

Outfitter Financial first reported a position in SPY in Q4 2021 and has held it in 5 quarters since. The position peaked at $220K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Outfitter Financial held 337 shares of State Street SPDR S&P 500 ETF Trust worth $219K as of Q1 2026.
Outfitter Financial bought 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Outfitter Financial's portfolio in Q1 2026, its #77 holding.
Outfitter Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 5 quarters since.
Outfitter Financial's State Street SPDR S&P 500 ETF Trust position peaked at $220K in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.