Powers Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Powers Advisory Group’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	$1.09M	Hold	1,676	–	–	0.38%	46
2025 Q4	$1.14M	Hold	1,676	–	–	0.43%	42
2025 Q3	$1.12M	Hold	1,676	–	–	0.44%	37
2025 Q2	$1.04M	Hold	1,676	–	–	0.46%	38
2025 Q1	$938K	Sell	1,676 -27	-2%	-$15.9K	0.45%	40
2024 Q4	$998K	Sell	1,703 -3	-0.2%	-$1.77K	0.5%	35
2024 Q3	$979K	Hold	1,706	–	–	0.49%	35
2024 Q2	$928K	Sell	1,706 -1	-0.1%	-$523	0.51%	34
2024 Q1	$893K	Sell	1,707 -1	-0.1%	-$498	0.51%	38
2023 Q4	$812K	Hold	1,708	–	–	0.5%	38
2023 Q3	$730K	Hold	1,708	–	–	0.5%	40
2023 Q2	$757K	Buy	1,708 +1	+0.1%	+$420	0.5%	40
2023 Q1	$699K	Hold	1,707	–	–	0.49%	43
2022 Q4	$653K	Hold	1,707	–	–	0.48%	44
2022 Q3	$610K	Hold	1,707	–	–	0.49%	44
2022 Q2	$644K	Hold	1,707	–	–	0.5%	48
2022 Q1	$771K	Hold	1,707	–	–	0.54%	45
2021 Q4	$811K	Buy	+1,707	New	+$784K	0.57%	45

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

Powers Advisory Group's SPY Position: Q1 2026 in Review

Powers Advisory Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,676 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #46.

Powers Advisory Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Powers Advisory Group held 1,676 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q1 2026.
Powers Advisory Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Powers Advisory Group's portfolio in Q1 2026, its #46 holding.
Powers Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.14M 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 Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.