Private Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Private Wealth Management Group's SPY Position: Q1 2026 in Review
Private Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q1 2026, buying an estimated $27.2K and bringing the position to 901 shares worth $586K. The position accounts for 0.15% of the portfolio, ranked #51.
Private Wealth Management Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $587K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Private Wealth Management Group held 901 shares of State Street SPDR S&P 500 ETF Trust worth $586K as of Q1 2026.
- Private Wealth Management Group bought 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
- State Street SPDR S&P 500 ETF Trust made up 0.15% of Private Wealth Management Group's portfolio in Q1 2026, its #51 holding.
- Private Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Private Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $587K in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.