Safe Harbor Fiduciary’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Safe Harbor Fiduciary’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	$14.1M	Buy	21,735 +842	+4%	+$572K	13.46%	1
2025 Q4	$14.2M	Buy	+20,893	New	+$14.1M	12.59%	1
2025 Q2	$13.1M	Sell	21,173 -9,639	-31%	-$5.51M	12.27%	1
2025 Q1	$17.2M	Sell	30,812 -199	-0.6%	-$117K	17.83%	1
2024 Q4	$18.2M	Sell	31,011 -789	-2%	-$465K	18.52%	1
2024 Q3	$18.2M	Buy	+31,800	New	+$17.6M	17.1%	1

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

Safe Harbor Fiduciary's SPY Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q1 2026, buying an estimated $572K and bringing the position to 21,735 shares worth $14.1M. The position accounts for 13.46% of the portfolio, ranked #1.

Safe Harbor Fiduciary first reported a position in SPY in Q3 2024 and has held it in 6 quarters since. The position peaked at $18.2M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Safe Harbor Fiduciary held 21,735 shares of State Street SPDR S&P 500 ETF Trust worth $14.1M as of Q1 2026.
Safe Harbor Fiduciary bought 842 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $572K.
State Street SPDR S&P 500 ETF Trust made up 13.46% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #1 holding.
Safe Harbor Fiduciary first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 6 quarters since.
Safe Harbor Fiduciary's State Street SPDR S&P 500 ETF Trust position peaked at $18.2M in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.