Parr McKnight Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Parr McKnight Wealth Management 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	$961K	Sell	1,478 -171	-10%	-$116K	0.13%	154
2025 Q4	$1.12M	Sell	1,649 -9	-0.5%	-$6.08K	0.15%	147
2025 Q3	$1.1M	Sell	1,658 -44	-3%	-$28.2K	0.14%	160
2025 Q2	$1.05M	Sell	1,702 -148	-8%	-$84.6K	0.14%	164
2025 Q1	$1.03M	Sell	1,850 -136	-7%	-$79.9K	0.15%	165
2024 Q4	$1.16M	Buy	+1,986	New	+$1.17M	0.17%	134

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

Parr McKnight Wealth Management Group's SPY Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q1 2026, selling an estimated $116K and leaving 1,478 shares worth $961K. The position accounts for 0.13% of the portfolio, ranked #154.

Parr McKnight Wealth Management Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Parr McKnight Wealth Management Group held 1,478 shares of State Street SPDR S&P 500 ETF Trust worth $961K as of Q1 2026.
Parr McKnight Wealth Management Group sold 171 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $116K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #154 holding.
Parr McKnight Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.16M in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.