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

Principia Wealth Advisory’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
2025 Q4	$239K	Buy	350 +13	+4%	+$8.79K	0.15%	70
2025 Q3	$225K	Hold	337	–	–	0.15%	70
2025 Q2	$208K	Hold	337	–	–	0.18%	59
2025 Q1	$185K	Buy	337 +4	+1%	+$2.35K	0.18%	52
2024 Q4	$195K	Buy	+333	New	+$196K	0.18%	50

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Principia Wealth Advisory's SPY Position: Q4 2025 in Review

Principia Wealth Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q4 2025, buying an estimated $8.79K and bringing the position to 350 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #70.

Principia Wealth Advisory first reported a position in SPY in Q4 2024 and has held it in 5 quarters since. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Principia Wealth Advisory held 350 shares of State Street SPDR S&P 500 ETF Trust worth $239K as of Q4 2025.
Principia Wealth Advisory bought 13 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $8.79K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Principia Wealth Advisory's portfolio in Q4 2025, its #70 holding.
Principia Wealth Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 5 quarters since.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.