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

Sculati Wealth Management’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	$2.58M	Hold	3,966	–	–	0.95%	33
2025 Q4	$2.7M	Sell	3,966 -47	-1%	-$31.8K	0.95%	32
2025 Q3	$2.67M	Hold	4,013	–	–	0.94%	33
2025 Q2	$2.48M	Buy	4,013 +97	+2%	+$55.4K	0.93%	37
2025 Q1	$2.19M	Sell	3,916 -1	-0%	-$588	0.89%	33
2024 Q4	$2.3M	Buy	3,917 +1	+0%	+$589	0.91%	32
2024 Q3	$2.25M	Hold	3,916	–	–	0.9%	35
2024 Q2	$2.13M	Sell	3,916 -6	-0.2%	-$3.14K	0.91%	40
2024 Q1	$2.05M	Sell	3,922 -26	-0.7%	-$12.9K	0.88%	36
2023 Q4	$1.88M	Buy	3,948 +32	+0.8%	+$14.3K	0.87%	38
2023 Q3	$1.67M	Sell	3,916 -10	-0.3%	-$4.45K	0.86%	40
2023 Q2	$1.74M	Sell	3,926 -12	-0.3%	-$5.04K	0.88%	35
2023 Q1	$1.61M	Hold	3,938	–	–	0.86%	40
2022 Q4	$1.51M	Buy	3,938 +70	+2%	+$26.9K	0.85%	38
2022 Q3	$1.38M	Buy	3,868 +7	+0.2%	+$2.78K	0.82%	46
2022 Q2	$1.46M	Buy	3,861 +7	+0.2%	+$2.87K	0.83%	44
2022 Q1	$1.74M	Hold	3,854	–	–	0.85%	41
2021 Q4	$1.83M	Buy	3,854 +6	+0.2%	+$2.75K	0.88%	36
2021 Q3	$1.65M	Buy	3,848 +6	+0.2%	+$2.65K	0.87%	36
2021 Q2	$1.65M	Hold	3,842	–	–	0.87%	38
2021 Q1	$1.52M	Buy	3,842 +320	+9%	+$123K	0.88%	38
2020 Q4	$1.32M	Sell	3,522 -10	-0.3%	-$3.55K	0.86%	39
2020 Q3	$1.18M	Buy	3,532 +20	+0.6%	+$6.63K	0.89%	37
2020 Q2	$1.08M	Hold	3,512	–	–	0.91%	38
2020 Q1	$905K	Sell	3,512 -454	-11%	-$138K	1%	33
2019 Q4	$1.28M	Buy	+3,966	New	+$1.22M	1.14%	32

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

Sculati Wealth Management's SPY Position: Q1 2026 in Review

Sculati Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,966 shares worth $2.58M. The position accounts for 0.95% of the portfolio, ranked #33.

Sculati Wealth Management first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sculati Wealth Management held 3,966 shares of State Street SPDR S&P 500 ETF Trust worth $2.58M as of Q1 2026.
Sculati Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.95% of Sculati Wealth Management's portfolio in Q1 2026, its #33 holding.
Sculati Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Sculati Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.7M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.