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

PMG 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	$235K	Sell	362 -30	-8%	-$20.4K	0.17%	55
2025 Q4	$267K	Buy	392 +4	+1%	+$2.7K	0.2%	49
2025 Q3	$258K	Sell	388 -40	-9%	-$25.6K	0.2%	50
2025 Q2	$264K	Buy	428 +36	+9%	+$20.6K	0.22%	46
2025 Q1	$219K	Hold	392	–	–	0.23%	41
2024 Q4	$230K	Buy	+392	New	+$231K	0.21%	43

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

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

PMG Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.7% in Q1 2026, selling an estimated $20.4K and leaving 362 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #55.

PMG Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

PMG Wealth Management held 362 shares of State Street SPDR S&P 500 ETF Trust worth $235K as of Q1 2026.
PMG Wealth Management sold 30 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.4K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of PMG Wealth Management's portfolio in Q1 2026, its #55 holding.
PMG 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.
PMG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $267K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.