Patrick M. Sweeney & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Patrick M. Sweeney & Associates’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	$1.24M	Sell	1,908 -30	-2%	-$20.4K	0.8%	30
2025 Q4	$1.32M	Sell	1,938 -25	-1%	-$16.9K	0.83%	25
2025 Q3	$1.31M	Hold	1,963	–	–	0.85%	25
2025 Q2	$1.23M	Sell	1,963 -12	-0.6%	-$6.86K	0.84%	25
2025 Q1	$1.1M	Hold	1,975	–	–	0.83%	23
2024 Q4	$1.16M	Sell	1,975 -50	-2%	-$29.5K	0.87%	23
2024 Q3	$1.16M	Buy	2,025 +26	+1%	+$14.4K	0.85%	25
2024 Q2	$1.09M	Sell	1,999 -21	-1%	-$11K	0.88%	24
2024 Q1	$1.06M	Hold	2,020	–	–	0.87%	26
2023 Q4	$960K	Buy	+2,020	New	+$900K	0.88%	28

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

Patrick M. Sweeney & Associates's SPY Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, selling an estimated $20.4K and leaving 1,908 shares worth $1.24M. The position accounts for 0.8% of the portfolio, ranked #30.

Patrick M. Sweeney & Associates first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Patrick M. Sweeney & Associates held 1,908 shares of State Street SPDR S&P 500 ETF Trust worth $1.24M as of Q1 2026.
Patrick M. Sweeney & Associates sold 30 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.4K.
State Street SPDR S&P 500 ETF Trust made up 0.8% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #30 holding.
Patrick M. Sweeney & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $1.32M 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 Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.