PCS
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Personal CFO Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Personal CFO Solutions’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 		$5.98M Sell
9,163
-253
-3% -$172K 0.84% 20
2025
Q4 		$6.42M Buy
9,416
+342
+4% +$231K 1.02% 13
2025
Q3 		$6.05M Sell
9,074
-1,177
-11% -$754K 1.06% 11
2025
Q2 		$6.33M Buy
10,251
+868
+9% +$496K 1.17% 12
2025
Q1 		$5.25M Buy
9,383
+472
+5% +$277K 1.07% 13
2024
Q4 		$5.22M Buy
8,911
+313
+4% +$184K 1.03% 14
2024
Q3 		$4.93M Buy
8,598
+276
+3% +$153K 0.69% 26
2024
Q2 		$4.53M Buy
8,322
+444
+6% +$232K 0.7% 26
2024
Q1 		$4.12M Sell
7,878
-126
-2% -$62.7K 0.64% 30
2023
Q4 		$3.8M Buy
8,004
+361
+5% +$161K 0.66% 29
2023
Q3 		$3.27M Sell
7,643
-7
-0.1% -$3.11K 0.65% 30
2023
Q2 		$3.39M Sell
7,650
-193
-2% -$81K 0.69% 29
2023
Q1 		$3.21M Buy
7,843
+81
+1% +$32.3K 0.66% 30
2022
Q4 		$3M Sell
7,762
-7,725
-50% -$2.97M 0.63% 32
2022
Q3 		$5.53M Buy
15,487
+7,299
+89% +$2.9M 1.39% 14
2022
Q2 		$3.09M Sell
8,188
-195
-2% -$79.9K 0.72% 32
2022
Q1 		$3.79M Sell
8,383
-1,344
-14% -$598K 0.75% 26
2021
Q4 		$4.62M Buy
9,727
+636
+7% +$292K 0.86% 21
2021
Q3 		$3.9M Buy
9,091
+308
+4% +$136K 0.8% 24
2021
Q2 		$3.76M Buy
8,783
+196
+2% +$81.8K 0.77% 25
2021
Q1 		$3.4M Buy
8,587
+16
+0.2% +$6.17K 0.74% 27
2020
Q4 		$3.21M Buy
8,571
+657
+8% +$233K 0.79% 26
2020
Q3 		$3K Buy
7,914
+267
+3% +$88.5K 1% 29
2020
Q2 		$2.36M Sell
7,647
-47,555
-86% -$13.9M 0.7% 34
2020
Q1 		$14.2M Sell
55,202
-2,606
-5% -$795K 5.11% 4
2019
Q4 		$18.6M Buy
57,808
+4,511
+8% +$1.39M 5.33% 4
2019
Q3 		$15.7M Buy
+53,297
New +$15.7M 6.27% 2

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

Personal CFO Solutions's SPY Position: Q1 2026 in Review

Personal CFO Solutions reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, selling an estimated $172K and leaving 9,163 shares worth $5.98M. The position accounts for 0.84% of the portfolio, ranked #20.

Personal CFO Solutions first reported a position in SPY in Q3 2019 and has held it in 27 quarters since. The position peaked at $18.6M in Q4 2019. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Personal CFO Solutions held 9,163 shares of State Street SPDR S&P 500 ETF Trust worth $5.98M as of Q1 2026.
  • Personal CFO Solutions sold 253 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $172K.
  • State Street SPDR S&P 500 ETF Trust made up 0.84% of Personal CFO Solutions's portfolio in Q1 2026, its #20 holding.
  • Personal CFO Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $18.6M in Q4 2019.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.