Parkwoods Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Parkwoods Wealth Partners’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	$558K	Sell	858 -17	-2%	-$11.6K	0.14%	56
2025 Q4	$597K	Buy	875 +95	+12%	+$64.2K	0.18%	54
2025 Q3	$520K	Buy	780 +21	+3%	+$13.5K	0.18%	53
2025 Q2	$469K	Buy	759 +36	+5%	+$20.6K	0.27%	35
2025 Q1	$405K	Hold	723	–	–	0.27%	25
2024 Q4	$424K	Hold	723	–	–	0.34%	15
2024 Q3	$415K	Buy	+723	New	+$400K	0.34%	14

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

Parkwoods Wealth Partners's SPY Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q1 2026, selling an estimated $11.6K and leaving 858 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #56.

Parkwoods Wealth Partners first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $597K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Parkwoods Wealth Partners held 858 shares of State Street SPDR S&P 500 ETF Trust worth $558K as of Q1 2026.
Parkwoods Wealth Partners sold 17 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $11.6K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #56 holding.
Parkwoods Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
Parkwoods Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $597K 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 Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.