Schneider Downs Wealth Management Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Schneider Downs Wealth Management Advisors’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	$7.38M	Buy	11,343 +93	+0.8%	+$63.2K	0.81%	23
2025 Q4	$7.67M	Sell	11,250 -191	-2%	-$129K	0.86%	22
2025 Q3	$7.62M	Sell	11,441 -111	-1%	-$71.2K	0.9%	21
2025 Q2	$7.14M	Buy	11,552 +5,749	+99%	+$3.29M	1.07%	24
2025 Q1	$3.25M	Buy	5,803 +725	+14%	+$426K	0.59%	27
2024 Q4	$2.98M	Buy	5,078 +699	+16%	+$412K	0.56%	29
2024 Q3	$2.51M	Sell	4,379 -170	-4%	-$94K	0.51%	30
2024 Q2	$2.48M	Hold	4,549	–	–	0.55%	28
2024 Q1	$2.38M	Sell	4,549 -80	-2%	-$39.8K	0.55%	31
2023 Q4	$2.2M	Sell	4,629 -54	-1%	-$24.1K	0.57%	32
2023 Q3	$2M	Sell	4,683 -350	-7%	-$156K	0.46%	31
2023 Q2	$2.23M	Sell	5,033 -60	-1%	-$25.2K	0.51%	31
2023 Q1	$2.09M	Sell	5,093 -86	-2%	-$34.3K	0.43%	31
2022 Q4	$1.98M	Sell	5,179 -248	-5%	-$95.3K	0.43%	32
2022 Q3	$1.94M	Sell	5,427 -49	-0.9%	-$19.5K	0.57%	25
2022 Q2	$2.07M	Buy	5,476 +889	+19%	+$364K	0.58%	25
2022 Q1	$2.07M	Buy	4,587 +259	+6%	+$115K	0.53%	27
2021 Q4	$2.06M	Buy	4,328 +58	+1%	+$26.6K	0.49%	28
2021 Q3	$1.83M	Hold	4,270	–	–	0.47%	28
2021 Q2	$1.83M	Hold	4,270	–	–	0.47%	28
2021 Q1	$1.69M	Buy	4,270 +2,537	+146%	+$978K	0.41%	26
2020 Q4	$648K	Sell	1,733 -100	-5%	-$35.5K	0.18%	41
2020 Q3	$614K	Sell	1,833 -501	-21%	-$166K	0.21%	41
2020 Q2	$720K	Sell	2,334 -7,936	-77%	-$2.32M	0.25%	35
2020 Q1	$2.65M	Buy	10,270 +30	+0.3%	+$9.15K	0.97%	17
2019 Q4	$3.3M	Buy	10,240 +167	+2%	+$51.4K	0.98%	12
2019 Q3	$2.99M	Sell	10,073 -671	-6%	-$198K	0.93%	10
2019 Q2	$3.15M	Buy	10,744 +611	+6%	+$176K	1.1%	10
2019 Q1	$2.86M	Buy	10,133 +305	+3%	+$82.9K	1.08%	10
2018 Q4	$2.46M	Hold	9,828	–	–	1.06%	11
2018 Q3	$2.86M	Hold	9,828	–	–	1.81%	8
2018 Q2	$2.67M	Hold	9,828	–	–	1.77%	9
2018 Q1	$2.59M	Buy	+9,828	New	+$2.68M	1.46%	7

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

Schneider Downs Wealth Management Advisors's SPY Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.83% in Q1 2026, buying an estimated $63.2K and bringing the position to 11,343 shares worth $7.38M. The position accounts for 0.81% of the portfolio, ranked #23.

Schneider Downs Wealth Management Advisors first reported a position in SPY in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.67M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Schneider Downs Wealth Management Advisors held 11,343 shares of State Street SPDR S&P 500 ETF Trust worth $7.38M as of Q1 2026.
Schneider Downs Wealth Management Advisors bought 93 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $63.2K.
State Street SPDR S&P 500 ETF Trust made up 0.81% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #23 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 33 quarters since.
Schneider Downs Wealth Management Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.67M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.