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

Principle Wealth Partners’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	$11.4M	Sell	17,513 -953	-5%	-$648K	0.65%	34
2025 Q4	$12.6M	Buy	18,466 +211	+1%	+$143K	0.71%	31
2025 Q3	$12.2M	Buy	18,255 +65	+0.4%	+$41.7K	0.71%	31
2025 Q2	$11.2M	Buy	18,190 +10	+0.1%	+$5.72K	0.7%	34
2025 Q1	$10.2M	Buy	18,180 +59	+0.3%	+$34.7K	0.73%	35
2024 Q4	$10.6M	Sell	18,121 -80	-0.4%	-$47.1K	0.75%	34
2024 Q3	$10.4M	Buy	18,201 +1,464	+9%	+$809K	0.74%	34
2024 Q2	$9.11M	Sell	16,737 -686	-4%	-$359K	0.69%	35
2024 Q1	$9.11M	Sell	17,423 -47	-0.3%	-$23.4K	0.71%	34
2023 Q4	$8.3M	Buy	17,470 +5	+0%	+$2.23K	0.71%	34
2023 Q3	$7.47M	Buy	17,465 +27	+0.2%	+$12K	0.75%	31
2023 Q2	$7.73M	Buy	17,438 +46	+0.3%	+$19.3K	0.78%	31
2023 Q1	$7.12M	Sell	17,392 -557	-3%	-$222K	0.76%	33
2022 Q4	$6.86M	Buy	17,949 +4,110	+30%	+$1.58M	0.78%	32
2022 Q3	$4.94K	Buy	13,839 +527	+4%	+$209K	0.47%	39
2022 Q2	$5.02M	Sell	13,312 -440	-3%	-$180K	0.6%	40
2022 Q1	$6.21M	Buy	13,752 +353	+3%	+$157K	0.65%	33
2021 Q4	$6.36M	Sell	13,399 -1,567	-10%	-$719K	0.67%	26
2021 Q3	$6.42M	Sell	14,966 -1,805	-11%	-$796K	0.74%	24
2021 Q2	$7.18M	Buy	16,771 +282	+2%	+$118K	0.82%	24
2021 Q1	$6.54M	Buy	16,489 +909	+6%	+$351K	0.76%	26
2020 Q4	$5.83M	Buy	15,580 +11,439	+276%	+$4.06M	0.77%	26
2020 Q3	$1.39M	Sell	4,141 -65	-2%	-$21.5K	0.39%	41
2020 Q2	$1.3M	Buy	4,206 +365	+10%	+$107K	0.38%	45
2020 Q1	$990K	Sell	3,841 -1,855	-33%	-$566K	0.37%	48
2019 Q4	$1.83M	Buy	5,696 +608	+12%	+$187K	0.59%	41
2019 Q3	$1.51M	Buy	5,088 +408	+9%	+$121K	0.52%	42
2019 Q2	$1.37M	Buy	4,680 +805	+21%	+$232K	0.71%	38
2019 Q1	$1.09M	Buy	3,875 +2,985	+335%	+$811K	0.63%	39
2018 Q4	$223K	Buy	+890	New	+$240K	0.19%	103

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

Principle Wealth Partners's SPY Position: Q1 2026 in Review

Principle Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q1 2026, selling an estimated $648K and leaving 17,513 shares worth $11.4M. The position accounts for 0.65% of the portfolio, ranked #34.

Principle Wealth Partners first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.6M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Principle Wealth Partners held 17,513 shares of State Street SPDR S&P 500 ETF Trust worth $11.4M as of Q1 2026.
Principle Wealth Partners sold 953 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $648K.
State Street SPDR S&P 500 ETF Trust made up 0.65% of Principle Wealth Partners's portfolio in Q1 2026, its #34 holding.
Principle Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $12.6M 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 Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.