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

Reston Wealth Management’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	$801K	Sell	1,232 -385	-24%	-$262K	0.25%	27
2025 Q4	$1.1M	Sell	1,617 -130	-7%	-$87.9K	0.34%	21
2025 Q3	$1.16M	Sell	1,747 -169	-9%	-$108K	0.38%	20
2025 Q2	$1.18M	Sell	1,916 -44	-2%	-$25.2K	0.42%	17
2025 Q1	$1.1M	Buy	1,960 +1,363	+228%	+$801K	0.44%	18
2024 Q4	$350K	Sell	597 -39	-6%	-$23K	0.13%	36
2024 Q3	$365K	Buy	636 +3	+0.5%	+$1.66K	0.13%	34
2024 Q2	$345K	Sell	633 -48	-7%	-$25.1K	0.14%	37
2024 Q1	$356K	Sell	681 -197	-22%	-$98.1K	0.14%	38
2023 Q4	$417K	Sell	878 -116	-12%	-$51.7K	0.19%	31
2023 Q3	$425K	Sell	994 -410	-29%	-$182K	0.21%	29
2023 Q2	$623K	Buy	1,404 +5	+0.4%	+$2.1K	0.3%	24
2023 Q1	$573K	Buy	1,399 +6	+0.4%	+$2.39K	0.3%	24
2022 Q4	$533K	Buy	1,393 +6	+0.4%	+$2.31K	0.29%	26
2022 Q3	$496K	Buy	1,387 +4	+0.3%	+$1.59K	0.3%	29
2022 Q2	$522K	Buy	1,383 +204	+17%	+$83.6K	0.29%	30
2022 Q1	$533K	Buy	1,179 +4	+0.3%	+$1.78K	0.27%	28
2021 Q4	$558K	Buy	1,175 +4	+0.3%	+$1.84K	0.27%	28
2021 Q3	$503K	Buy	1,171 +4	+0.3%	+$1.76K	0.26%	29
2021 Q2	$500K	Buy	1,167 +3	+0.3%	+$1.25K	0.25%	30
2021 Q1	$461K	Buy	1,164 +5	+0.4%	+$1.93K	0.24%	29
2020 Q4	$433K	Sell	1,159 -158	-12%	-$56.1K	0.25%	30
2020 Q3	$441K	Buy	1,317 +5	+0.4%	+$1.66K	0.28%	24
2020 Q2	$405K	Buy	1,312 +6	+0.5%	+$1.76K	0.28%	26
2020 Q1	$337K	Buy	1,306 +106	+9%	+$32.3K	0.27%	29
2019 Q4	$386K	Sell	1,200 -125	-9%	-$38.5K	0.31%	28
2019 Q3	$393K	Buy	1,325 +220	+20%	+$65K	0.35%	26
2019 Q2	$324K	Hold	1,105	–	–	0.25%	36
2019 Q1	$322K	Buy	1,105 +10	+0.9%	+$2.72K	0.26%	36
2018 Q4	$274K	Buy	+1,095	New	+$295K	0.26%	36

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

Reston Wealth Management's SPY Position: Q1 2026 in Review

Reston Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, selling an estimated $262K and leaving 1,232 shares worth $801K. The position accounts for 0.25% of the portfolio, ranked #27.

Reston Wealth Management first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.18M in Q2 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Reston Wealth Management held 1,232 shares of State Street SPDR S&P 500 ETF Trust worth $801K as of Q1 2026.
Reston Wealth Management sold 385 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $262K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Reston Wealth Management's portfolio in Q1 2026, its #27 holding.
Reston Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Reston Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.18M in Q2 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.