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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.29M Buy
8,127
+228
+3% +$155K 1.71% 10
2025
Q4
$5.39M Buy
7,899
+14
+0.2% +$9.46K 1.74% 13
2025
Q3
$5.25M Buy
7,885
+289
+4% +$185K 1.77% 12
2025
Q2
$4.75M Buy
7,596
+405
+6% +$232K 1.68% 13
2025
Q1
$3.57M Buy
7,191
+501
+7% +$294K 1.65% 13
2024
Q4
$3.88M Buy
+6,690
New +$3.94M 1.69% 14

Other funds holding SPY

Pines Wealth Management's SPY Position: Q1 2026 in Review

Pines Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, buying an estimated $155K and bringing the position to 8,127 shares worth $5.29M. The position accounts for 1.71% of the portfolio, ranked #10.

Pines Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.39M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Pines Wealth Management held 8,127 shares of State Street SPDR S&P 500 ETF Trust worth $5.29M as of Q1 2026.
  • Pines Wealth Management bought 228 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $155K.
  • State Street SPDR S&P 500 ETF Trust made up 1.71% of Pines Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Pines Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.39M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.