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

Peachtree Investment 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 		$4.65M Sell
7,145
-104
-1% -$70.7K 1.77% 16
2025
Q4 		$4.94M Buy
+7,249
New +$4.9M 1.64% 16
2025
Q2 		– Sell
-7,878
Closed -$4.41M – 132
2025
Q1 		$4.41M Sell
7,878
-26
-0.3% -$15.3K 1.74% 15
2024
Q4 		$4.63M Sell
7,904
-120
-1% -$70.7K 1.74% 14
2024
Q3 		$4.6M Sell
8,024
-399
-5% -$221K 1.73% 13
2024
Q2 		$4.58M Sell
8,423
-40
-0.5% -$20.9K 1.8% 13
2024
Q1 		$4.43M Sell
8,463
-87
-1% -$43.3K 1.79% 14
2023
Q4 		$4.06M Buy
+8,550
New +$3.81M 1.67% 15
2023
Q3 		– Sell
-1,018
Closed -$451K – 111
2023
Q2 		$451K Sell
1,018
-25
-2% -$10.5K 0.21% 57
2023
Q1 		$427K Buy
1,043
+35
+3% +$14K 0.27% 53
2022
Q4 		$386K Hold
1,008
– – 0.24% 56
2022
Q3 		$360K Sell
1,008
-534
-35% -$212K 0.24% 47
2022
Q2 		$582K Sell
1,542
-6,148
-80% -$2.52M 0.36% 45
2022
Q1 		$3.47M Buy
7,690
+5,623
+272% +$2.5M 1.6% 16
2021
Q4 		$982K Buy
2,067
+156
+8% +$71.6K 0.41% 38
2021
Q3 		$820K Sell
1,911
-275
-13% -$121K 0.4% 40
2021
Q2 		$936K Buy
2,186
+801
+58% +$334K 0.46% 36
2021
Q1 		$549K Sell
1,385
-647
-32% -$250K 0.32% 47
2020
Q4 		$760K Buy
+2,032
New +$721K 0.44% 37
2020
Q3 		– Sell
-1,758
Closed -$542K – 81
2020
Q2 		$542K Buy
1,758
+725
+70% +$212K 0.44% 37
2020
Q1 		$266K Sell
1,033
-9,996
-91% -$3.05M 0.27% 44
2019
Q4 		$3.55M Buy
11,029
+5,745
+109% +$1.77M 2.45% 12
2019
Q3 		$1.57M Buy
5,284
+284
+6% +$83.9K 1.25% 18
2019
Q2 		$1.47M Buy
+5,000
New +$1.44M 1.15% 23
2019
Q1 		– Sell
-250
Closed -$662K – 67
2018
Q4 		$662K Buy
+250
New +$67.4K 0.75% 30

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peachtree Investment Partners's SPY Position: Q1 2026 in Review

Peachtree Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, selling an estimated $70.7K and leaving 7,145 shares worth $4.65M. The position accounts for 1.77% of the portfolio, ranked #16.

Peachtree Investment Partners first reported a position in SPY in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.94M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Peachtree Investment Partners held 7,145 shares of State Street SPDR S&P 500 ETF Trust worth $4.65M as of Q1 2026.
  • Peachtree Investment Partners sold 104 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $70.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.77% of Peachtree Investment Partners's portfolio in Q1 2026, its #16 holding.
  • Peachtree Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 25 quarters since.
  • Peachtree Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.94M 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 Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.