Retireful LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retireful LLC’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	$2.18M	Sell	3,348 -2,908	-46%	-$1.98M	3.07%	5
2025 Q4	$4.3M	Sell	6,256 -10,680	-63%	-$7.22M	5.39%	2
2025 Q3	$11.3M	Sell	16,936 -3,325	-16%	-$2.13M	10.9%	1
2025 Q2	$12.5M	Buy	+20,261	New	+$11.6M	8.63%	1
2025 Q1	–	Sell	-5,183	Closed	-$3.04M	–	159
2024 Q4	$3.04M	Sell	5,183 -11,006	-68%	-$6.48M	1.71%	11
2024 Q3	$9.29M	Sell	16,189 -5,579	-26%	-$3.08M	6.87%	2
2024 Q2	$11.8M	Sell	21,768 -28,479	-57%	-$14.9M	5.57%	1
2024 Q1	$26.3M	Buy	50,247 +28,851	+135%	+$14.4M	10.93%	1
2023 Q4	$10.2M	Sell	21,396 -42,506	-67%	-$18.9M	4.43%	2
2023 Q3	$27.3M	Buy	63,902 +37,046	+138%	+$16.5M	13.03%	1
2023 Q2	$10.9M	Buy	+26,856	New	+$11.3M	4.12%	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

Retireful LLC's SPY Position: Q1 2026 in Review

Retireful LLC reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 46% in Q1 2026, selling an estimated $1.98M and leaving 3,348 shares worth $2.18M. The position accounts for 3.07% of the portfolio, ranked #5.

Retireful LLC first reported a position in SPY in Q2 2023 and has held it in 11 quarters since. The position peaked at $27.3M in Q3 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Retireful LLC held 3,348 shares of State Street SPDR S&P 500 ETF Trust worth $2.18M as of Q1 2026.
Retireful LLC sold 2,908 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.98M.
State Street SPDR S&P 500 ETF Trust made up 3.07% of Retireful LLC's portfolio in Q1 2026, its #5 holding.
Retireful LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 11 quarters since.
Retireful LLC's State Street SPDR S&P 500 ETF Trust position peaked at $27.3M in Q3 2023.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.