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

Sagespring Wealth Partners’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	$4.55M	Sell	6,991 -136,163	-95%	-$92.6M	0.08%	122
2025 Q4	$5.07M	Buy	143,154 +207	+0.1%	+$140K	0.09%	110
2025 Q3	$4.81M	Sell	142,947 -139	-0.1%	-$89.1K	0.09%	107
2025 Q2	$4.56M	Sell	143,086 -265	-0.2%	-$151K	0.1%	106
2025 Q1	$4.29M	Sell	143,351 -913	-0.6%	-$537K	0.11%	103
2024 Q4	$5.45M	Buy	+144,264	New	+$85M	0.14%	70

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

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

Sagespring Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 95% in Q1 2026, selling an estimated $92.6M and leaving 6,991 shares worth $4.55M. The position accounts for 0.08% of the portfolio, ranked #122.

Sagespring Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.45M in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sagespring Wealth Partners held 6,991 shares of State Street SPDR S&P 500 ETF Trust worth $4.55M as of Q1 2026.
Sagespring Wealth Partners sold 136,163 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $92.6M.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Sagespring Wealth Partners's portfolio in Q1 2026, its #122 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.45M in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.