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

Pitti Group Wealth Management’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	$1.79M	Buy	2,751 +117	+4%	+$79.5K	1.45%	17
2025 Q4	$1.8M	Sell	2,634 -14	-0.5%	-$9.46K	1.48%	16
2025 Q3	$1.76M	Sell	2,648 -179	-6%	-$115K	1.5%	16
2025 Q2	$1.75M	Sell	2,827 -35	-1%	-$20K	1.51%	17
2025 Q1	$1.6M	Sell	2,862 -3,651	-56%	-$2.15M	1.64%	17
2024 Q4	$3.82M	Buy	6,513 +349	+6%	+$206K	3.87%	6
2024 Q3	$2.93M	Hold	6,164	–	–	3.19%	10
2024 Q2	$2.93M	Sell	6,164 -40	-0.6%	-$20.9K	3.19%	10
2024 Q1	$3.21M	Buy	6,204 +40	+0.6%	+$19.9K	3.59%	10
2023 Q4	$2.93M	Sell	6,164 -686	-10%	-$306K	3.19%	10
2023 Q3	$2.93M	Sell	6,850 -3,730	-35%	-$1.66M	3.35%	8
2023 Q2	$4.69M	Buy	10,580 +282	+3%	+$118K	5.25%	5
2023 Q1	$4.22M	Sell	10,298 -108	-1%	-$43.1K	4.71%	5
2022 Q4	$3.98M	Buy	10,406 +369	+4%	+$142K	4.75%	6
2022 Q3	$3.58M	Buy	10,037 +44	+0.4%	+$17.5K	4.95%	6
2022 Q2	$3.77M	Sell	9,993 -131	-1%	-$53.7K	5.14%	6
2022 Q1	$4.57M	Sell	10,124 -47	-0.5%	-$20.9K	5.33%	5
2021 Q4	$4.83M	Buy	+10,171	New	+$4.67M	5.39%	4

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

Pitti Group Wealth Management's SPY Position: Q1 2026 in Review

Pitti Group Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q1 2026, buying an estimated $79.5K and bringing the position to 2,751 shares worth $1.79M. The position accounts for 1.45% of the portfolio, ranked #17.

Pitti Group Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.83M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Pitti Group Wealth Management held 2,751 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q1 2026.
Pitti Group Wealth Management bought 117 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $79.5K.
State Street SPDR S&P 500 ETF Trust made up 1.45% of Pitti Group Wealth Management's portfolio in Q1 2026, its #17 holding.
Pitti Group Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Pitti Group Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.83M in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.