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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.49M Buy
3,821
+116
+3% +$78.9K 0.07% 74
2025
Q4
$2.53M Buy
3,705
+659
+22% +$445K 0.07% 72
2025
Q3
$2.03M Buy
3,046
+451
+17% +$289K 0.06% 81
2025
Q2
$1.6M Buy
2,595
+677
+35% +$387K 0.05% 91
2025
Q1
$1.07M Buy
1,918
+300
+19% +$176K 0.03% 105
2024
Q4
$948K Sell
1,618
-26
-2% -$15.3K 0.03% 106
2024
Q3
$943K Buy
1,644
+78
+5% +$43.1K 0.03% 116
2024
Q2
$852K Buy
1,566
+49
+3% +$25.6K 0.03% 117
2024
Q1
$794K Buy
1,517
+501
+49% +$249K 0.03% 126
2023
Q4
$483K Buy
+1,016
New +$453K 0.02% 175

Other funds holding SPY

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

Quotient Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q1 2026, buying an estimated $78.9K and bringing the position to 3,821 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #74.

Quotient Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Quotient Wealth Partners held 3,821 shares of State Street SPDR S&P 500 ETF Trust worth $2.49M as of Q1 2026.
  • Quotient Wealth Partners bought 116 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.07% of Quotient Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Quotient Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $2.53M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.