SFP
SPY icon

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

Sandbox Financial 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 		$18.1M Buy
27,763
+2,215
+9% +$1.51M 5.08% 3
2025
Q4 		$17.4M Buy
25,548
+1,366
+6% +$923K 4.82% 4
2025
Q3 		$16.1M Buy
24,182
+1,649
+7% +$1.06M 4.61% 4
2025
Q2 		$13.9M Buy
22,533
+1,945
+9% +$1.11M 4.39% 6
2025
Q1 		$11.5M Buy
20,588
+383
+2% +$225K 4.07% 6
2024
Q4 		$11.8M Buy
20,205
+2,275
+13% +$1.34M 3.95% 5
2024
Q3 		$10.3M Buy
17,930
+1,357
+8% +$750K 3.64% 8
2024
Q2 		$9.02M Buy
16,573
+1,488
+10% +$779K 3.46% 9
2024
Q1 		$7.89M Buy
15,085
+962
+7% +$479K 3.31% 10
2023
Q4 		$6.71M Buy
14,123
+1,276
+10% +$568K 3.15% 11
2023
Q3 		$5.49M Buy
12,847
+3,102
+32% +$1.38M 2.9% 12
2023
Q2 		$4.32M Buy
9,745
+933
+11% +$392K 2.26% 12
2023
Q1 		$3.61M Buy
8,812
+442
+5% +$176K 2.18% 12
2022
Q4 		$3.2M Sell
8,370
-68
-0.8% -$26.1K 2.21% 12
2022
Q3 		$3.01M Buy
8,438
+567
+7% +$225K 2.2% 11
2022
Q2 		$2.97M Buy
7,871
+1,077
+16% +$441K 2.12% 11
2022
Q1 		$3.07M Buy
6,794
+6,074
+844% +$2.7M 1.75% 11
2021
Q4 		$342K Sell
720
-79
-10% -$36.3K 0.21% 58
2021
Q3 		$343K Sell
799
-10
-1% -$4.41K 0.24% 58
2021
Q2 		$346K Sell
809
-3
-0.4% -$1.25K 0.26% 51
2021
Q1 		$330K Buy
812
+13
+2% +$5.01K 0.27% 52
2020
Q4 		$299K Buy
+799
New +$283K 0.27% 50

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sandbox Financial Partners's SPY Position: Q1 2026 in Review

Sandbox Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q1 2026, buying an estimated $1.51M and bringing the position to 27,763 shares worth $18.1M. The position accounts for 5.08% of the portfolio, ranked #3.

Sandbox Financial Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Sandbox Financial Partners held 27,763 shares of State Street SPDR S&P 500 ETF Trust worth $18.1M as of Q1 2026.
  • Sandbox Financial Partners bought 2,215 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.51M.
  • State Street SPDR S&P 500 ETF Trust made up 5.08% of Sandbox Financial Partners's portfolio in Q1 2026, its #3 holding.
  • Sandbox Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • 4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.