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

Pursue 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	$4.41M	Buy	6,782 +65	+1%	+$44.2K	2.64%	13
2025 Q4	$4.58M	Sell	6,717 -809	-11%	-$547K	2.23%	13
2025 Q3	$5.01M	Buy	7,526 +12	+0.2%	+$7.69K	2.75%	11
2025 Q2	$4.64M	Buy	7,514 +166	+2%	+$94.9K	2.64%	8
2025 Q1	$4.11M	Buy	7,348 +19	+0.3%	+$11.2K	2.5%	11
2024 Q4	$4.3M	Sell	7,329 -196	-3%	-$115K	2.46%	12
2024 Q3	$4.32M	Sell	7,525 -531	-7%	-$294K	2.36%	11
2024 Q2	$4.38M	Buy	8,056 +5,774	+253%	+$3.02M	2.39%	15
2024 Q1	$1.19M	Buy	2,282 +24	+1%	+$11.9K	0.7%	34
2023 Q4	$1.07M	Hold	2,258	–	–	0.69%	37
2023 Q3	$965K	Hold	2,258	–	–	0.68%	37
2023 Q2	$1M	Buy	2,258 +1,250	+124%	+$525K	0.63%	42
2023 Q1	$413K	Hold	1,008	–	–	0.28%	67
2022 Q4	$385K	Buy	+1,008	New	+$387K	0.3%	70
2022 Q2	–	Sell	-208	Closed	-$93.3K	–	219
2022 Q1	$93.3K	Buy	+208	New	+$92.6K	0.04%	165

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

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

Pursue Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.97% in Q1 2026, buying an estimated $44.2K and bringing the position to 6,782 shares worth $4.41M. The position accounts for 2.64% of the portfolio, ranked #13.

Pursue Wealth Partners first reported a position in SPY in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.01M in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Pursue Wealth Partners held 6,782 shares of State Street SPDR S&P 500 ETF Trust worth $4.41M as of Q1 2026.
Pursue Wealth Partners bought 65 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $44.2K.
State Street SPDR S&P 500 ETF Trust made up 2.64% of Pursue Wealth Partners's portfolio in Q1 2026, its #13 holding.
Pursue Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 15 quarters since.
Pursue Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.01M in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.