Sageworth Trust Company of South Dakota’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	$829K	Hold	1,110	–	–	0.51%	30
2026 Q1	$722K	Hold	1,110	–	–	0.57%	31
2025 Q4	$757K	Hold	1,110	–	–	0.62%	28
2025 Q3	$739K	Hold	1,110	–	–	0.7%	31
2025 Q2	$686K	Sell	1,110 -29	-3%	-$16.6K	0.74%	30
2025 Q1	$637K	Hold	1,139	–	–	0.77%	30
2024 Q4	$668K	Hold	1,139	–	–	0.84%	30
2024 Q3	$654K	Buy	+1,139	New	+$630K	0.84%	30
2023 Q2	–	Sell	-275	Closed	-$113K	–	183
2023 Q1	$113K	Hold	275	–	–	0.26%	44
2022 Q4	$105K	Hold	275	–	–	0.24%	46
2022 Q3	$98K	Hold	275	–	–	0.24%	40
2022 Q2	$104K	Hold	275	–	–	0.21%	41
2022 Q1	$124K	Hold	275	–	–	0.23%	39
2021 Q4	$131K	Hold	275	–	–	0.2%	49
2021 Q3	$118K	Hold	275	–	–	0.8%	5
2021 Q2	$118K	Hold	275	–	–	0.79%	5
2021 Q1	$109K	Hold	275	–	–	0.75%	5
2020 Q4	$103K	Buy	+275	New	+$97.6K	0.73%	6

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sageworth Trust Company of South Dakota's SPY Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,110 shares worth $829K. The position accounts for 0.51% of the portfolio, ranked #30.

Sageworth Trust Company of South Dakota first reported a position in SPY in Q4 2020 and has held it in 18 quarters since. 3,806 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Sageworth Trust Company of South Dakota held 1,110 shares of State Street SPDR S&P 500 ETF Trust worth $829K as of Q2 2026.
Sageworth Trust Company of South Dakota left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #30 holding.
Sageworth Trust Company of South Dakota first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 18 quarters since.
3,806 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.