Resonant Capital Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Resonant Capital Advisors’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	$27.7M	Buy	42,423 +200	+0.5%	+$136K	1.45%	17
2025 Q4	$28.9M	Sell	42,223 -83	-0.2%	-$56.1K	1.59%	15
2025 Q3	$28.3M	Sell	42,306 -1,317	-3%	-$844K	1.65%	14
2025 Q2	$27M	Sell	43,623 -1,157	-3%	-$661K	1.73%	14
2025 Q1	$25.1M	Sell	44,780 -373	-0.8%	-$219K	1.75%	14
2024 Q4	$26.6M	Sell	45,153 -70	-0.2%	-$41.2K	1.94%	12
2024 Q3	$26M	Sell	45,223 -256	-0.6%	-$142K	1.91%	12
2024 Q2	$24.8M	Sell	45,479 -92	-0.2%	-$48.2K	2.02%	11
2024 Q1	$23.9M	Buy	45,571 +1	+0%	+$498	2.04%	12
2023 Q4	$21.7M	Sell	45,570 -1,338	-3%	-$596K	2.1%	12
2023 Q3	$20.1M	Buy	46,908 +10	+0%	+$4.45K	2.15%	10
2023 Q2	$20.9M	Buy	46,898 +19	+0%	+$7.97K	2.27%	8
2023 Q1	$19.3M	Sell	46,879 -105	-0.2%	-$41.9K	2.19%	9
2022 Q4	$18.1M	Buy	46,984 +24,098	+105%	+$9.26M	2.25%	7
2022 Q3	$8.21M	Sell	22,886 -399	-2%	-$158K	1.25%	18
2022 Q2	$8.82M	Sell	23,285 -1	-0%	-$410	1.38%	17
2022 Q1	$10.6M	Buy	23,286 +105	+0.5%	+$46.7K	1.57%	15
2021 Q4	$11.1M	Buy	23,181 +1,301	+6%	+$597K	1.67%	15
2021 Q3	$9.45M	Buy	21,880 +6,440	+42%	+$2.84M	1.64%	16
2021 Q2	$6.63M	Sell	15,440 -522	-3%	-$218K	1.28%	15
2021 Q1	$6.35M	Buy	15,962 +58	+0.4%	+$22.4K	1.31%	17
2020 Q4	$5.97M	Sell	15,904 -26	-0.2%	-$9.22K	1.41%	16
2020 Q3	$5.36M	Sell	15,930 -9,280	-37%	-$3.08M	1.53%	16
2020 Q2	$7.77M	Sell	25,210 -1,965	-7%	-$575K	2.26%	14
2020 Q1	$7M	Sell	27,175 -553	-2%	-$169K	2.55%	6
2019 Q4	$8.93M	Buy	+27,728	New	+$8.54M	2.82%	5

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

Resonant Capital Advisors's SPY Position: Q1 2026 in Review

Resonant Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q1 2026, buying an estimated $136K and bringing the position to 42,423 shares worth $27.7M. The position accounts for 1.45% of the portfolio, ranked #17.

Resonant Capital Advisors first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.9M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Resonant Capital Advisors held 42,423 shares of State Street SPDR S&P 500 ETF Trust worth $27.7M as of Q1 2026.
Resonant Capital Advisors bought 200 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $136K.
State Street SPDR S&P 500 ETF Trust made up 1.45% of Resonant Capital Advisors's portfolio in Q1 2026, its #17 holding.
Resonant Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Resonant Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $28.9M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.