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Savvy Advisors Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Savvy Advisors Inc’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 		$2.34M Sell
3,600
-700
-16% -$476K 0.06% 243
2025
Q4 		$365K Buy
+4,300
New +$2.91M 0.01% 689

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

Savvy Advisors Inc's SPY Position: Q1 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q1 2026, selling an estimated $1.04M and leaving 30,234 shares worth $19.7M. The position accounts for 0.53% of the portfolio, ranked #40.

Savvy Advisors Inc first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.7M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Savvy Advisors Inc held 30,234 shares of State Street SPDR S&P 500 ETF Trust worth $19.7M as of Q1 2026.
  • Savvy Advisors Inc sold 1,533 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.04M.
  • State Street SPDR S&P 500 ETF Trust made up 0.53% of Savvy Advisors Inc's portfolio in Q1 2026, its #40 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's State Street SPDR S&P 500 ETF Trust position peaked at $21.7M in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.