Paces Ferry Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-2,500	Closed	-$15K	–	967
2020 Q3	$15K	Buy	+2,500	New	+$829K	0.01%	380

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

Paces Ferry Wealth Advisors's SPY Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q1 2026, buying an estimated $4.76K and bringing the position to 4,362 shares worth $2.84M. The position accounts for 1.18% of the portfolio, ranked #23.

Paces Ferry Wealth Advisors first reported a position in SPY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Paces Ferry Wealth Advisors held 4,362 shares of State Street SPDR S&P 500 ETF Trust worth $2.84M as of Q1 2026.
Paces Ferry Wealth Advisors bought 7 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.76K.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Paces Ferry Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 23 quarters since.
Paces Ferry Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.97M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.