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

Paladin Advisory 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
2023 Q1	–	Sell	-5,848	Closed	-$2.24M	–	465
2022 Q4	$2.24M	Sell	5,848 -387	-6%	-$149K	1.91%	16
2022 Q3	$2.23M	Sell	6,235 -47	-0.7%	-$18.7K	2.03%	15
2022 Q2	$2.37M	Buy	+6,282	New	+$2.57M	2.04%	16
2022 Q1	–	Sell	-6,424	Closed	-$3.05M	–	481
2021 Q4	$3.05M	Buy	+6,424	New	+$2.95M	2.48%	10

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

Paladin Advisory Group's SPY Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.5% in Q1 2026, selling an estimated $185K and leaving 4,713 shares worth $3.07M. The position accounts for 2.33% of the portfolio, ranked #13.

Paladin Advisory Group first reported a position in SPY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.43M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Paladin Advisory Group held 4,713 shares of State Street SPDR S&P 500 ETF Trust worth $3.07M as of Q1 2026.
Paladin Advisory Group sold 272 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $185K.
State Street SPDR S&P 500 ETF Trust made up 2.33% of Paladin Advisory Group's portfolio in Q1 2026, its #13 holding.
Paladin Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $3.43M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.