Schear Investment Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Schear Investment Advisers’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	$7.29M	Sell	11,211 -1,295	-10%	-$880K	3.22%	7
2025 Q4	$8.53M	Sell	12,506 -2,150	-15%	-$1.45M	3.67%	4
2025 Q3	$9.76M	Sell	14,656 -755	-5%	-$484K	4.35%	3
2025 Q2	$9.52M	Buy	15,411 +14,743	+2,207%	+$8.43M	4.71%	3
2025 Q1	$374K	Sell	668 -75	-10%	-$44.1K	0.22%	77
2024 Q4	$435K	Hold	743	–	–	0.23%	75
2024 Q3	$426K	Hold	743	–	–	0.26%	74
2024 Q2	$404K	Sell	743 -744	-50%	-$389K	0.29%	71
2024 Q1	$778K	Buy	1,487 +137	+10%	+$68.2K	0.62%	56
2023 Q4	$641K	Buy	1,350 +1	+0.1%	+$445	0.62%	48
2023 Q3	$577K	Sell	1,349 -140	-9%	-$62.3K	0.62%	50
2023 Q2	$660K	Hold	1,489	–	–	0.7%	49
2023 Q1	$610K	Buy	1,489 +121	+9%	+$48.3K	0.73%	53
2022 Q4	$523K	Buy	+1,368	New	+$526K	0.65%	56

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

Schear Investment Advisers's SPY Position: Q1 2026 in Review

Schear Investment Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q1 2026, selling an estimated $880K and leaving 11,211 shares worth $7.29M. The position accounts for 3.22% of the portfolio, ranked #7.

Schear Investment Advisers first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.76M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Schear Investment Advisers held 11,211 shares of State Street SPDR S&P 500 ETF Trust worth $7.29M as of Q1 2026.
Schear Investment Advisers sold 1,295 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $880K.
State Street SPDR S&P 500 ETF Trust made up 3.22% of Schear Investment Advisers's portfolio in Q1 2026, its #7 holding.
Schear Investment Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $9.76M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.