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

Plotkin Financial Advisors’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 		$7.04M Buy
10,828
+744
+7% +$506K 3.54% 10
2025
Q4 		$6.88M Buy
10,084
+289
+3% +$195K 3.35% 9
2025
Q3 		$6.53M Buy
9,795
+656
+7% +$421K 3.23% 10
2025
Q2 		$5.65M Buy
9,139
+462
+5% +$264K 3.12% 11
2025
Q1 		$4.85M Buy
8,677
+484
+6% +$284K 2.98% 11
2024
Q4 		$4.8M Buy
8,193
+596
+8% +$351K 2.85% 11
2024
Q3 		$4.36M Buy
7,597
+854
+13% +$472K 2.61% 12
2024
Q2 		$3.67M Buy
6,743
+884
+15% +$463K 2.36% 13
2024
Q1 		$3.06M Buy
5,859
+698
+14% +$348K 2.03% 15
2023
Q4 		$2.45M Buy
5,161
+1,034
+25% +$461K 1.87% 19
2023
Q3 		$1.76M Buy
4,127
+832
+25% +$370K 1.55% 21
2023
Q2 		$1.46M Buy
3,295
+216
+7% +$90.7K 1.21% 22
2023
Q1 		$1.26M Buy
3,079
+68
+2% +$27.1K 1.17% 22
2022
Q4 		$1.15M Sell
3,011
-476
-14% -$183K 1.17% 22
2022
Q3 		$1.25M Buy
3,487
+869
+33% +$345K 1.26% 21
2022
Q2 		$988K Buy
2,618
+418
+19% +$171K 0.94% 23
2022
Q1 		$994K Sell
2,200
-240
-10% -$107K 0.69% 26
2021
Q4 		$1.16M Sell
2,440
-757
-24% -$348K 0.73% 27
2021
Q3 		$1.37M Buy
3,197
+100
+3% +$44.1K 0.82% 30
2021
Q2 		$1.33M Buy
3,097
+675
+28% +$282K 0.73% 34
2021
Q1 		$960K Sell
2,422
-994
-29% -$383K 0.59% 34
2020
Q4 		$1.28M Buy
3,416
+102
+3% +$36.2K 0.84% 27
2020
Q3 		$1.11M Sell
3,314
-243
-7% -$80.5K 1.22% 23
2020
Q2 		$1.1M Buy
3,557
+332
+10% +$97.2K 0.93% 24
2020
Q1 		$831K Sell
3,225
-255
-7% -$77.8K 1.01% 24
2019
Q4 		$1.12M Buy
+3,480
New +$1.07M 1.04% 25

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

Plotkin Financial Advisors's SPY Position: Q1 2026 in Review

Plotkin Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q1 2026, buying an estimated $506K and bringing the position to 10,828 shares worth $7.04M. The position accounts for 3.54% of the portfolio, ranked #10.

Plotkin Financial Advisors first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Plotkin Financial Advisors held 10,828 shares of State Street SPDR S&P 500 ETF Trust worth $7.04M as of Q1 2026.
  • Plotkin Financial Advisors bought 744 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $506K.
  • State Street SPDR S&P 500 ETF Trust made up 3.54% of Plotkin Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Plotkin Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.