Petix & Botte Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Petix & Botte Financial’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	$334K	Sell	257 -257	-50%	-$175K	0.07%	103
2025 Q4	$351K	Sell	514 -56	-10%	-$37.9K	0.08%	100
2025 Q3	$380K	Buy	570 +48	+9%	+$30.8K	0.09%	96
2025 Q2	$323K	Hold	522	–	–	0.08%	104
2025 Q1	$292K	Buy	522 +32	+7%	+$18.8K	0.08%	103
2024 Q4	$287K	Hold	490	–	–	0.08%	109
2024 Q3	$281K	Sell	490 -80	-14%	-$44.2K	0.07%	101
2024 Q2	$310K	Sell	570 -532	-48%	-$278K	0.09%	93
2024 Q1	$576K	Buy	1,102 +382	+53%	+$190K	0.14%	91
2023 Q4	$342K	Hold	720	–	–	0.1%	92
2023 Q3	$308K	Buy	720 +6	+0.8%	+$2.67K	0.1%	93
2023 Q2	$317K	Buy	714 +225	+46%	+$94.4K	0.1%	98
2023 Q1	$200K	Buy	+489	New	+$195K	0.13%	75
2022 Q3	$201K	Buy	+563	New	+$224K	0.15%	68

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

Petix & Botte Financial's SPY Position: Q1 2026 in Review

Petix & Botte Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q1 2026, selling an estimated $175K and leaving 257 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #103.

Petix & Botte Financial first reported a position in SPY in Q3 2022 and has held it in 14 quarters since. The position peaked at $576K in Q1 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Petix & Botte Financial held 257 shares of State Street SPDR S&P 500 ETF Trust worth $334K as of Q1 2026.
Petix & Botte Financial sold 257 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $175K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Petix & Botte Financial's portfolio in Q1 2026, its #103 holding.
Petix & Botte Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 14 quarters since.
Petix & Botte Financial's State Street SPDR S&P 500 ETF Trust position peaked at $576K in Q1 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.