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

Seneca Financial 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	$689K	Hold	1,060	–	–	0.2%	37
2025 Q4	$723K	Buy	1,060 +7	+0.7%	+$4.73K	0.22%	38
2025 Q3	$701K	Buy	1,053 +51	+5%	+$32.7K	0.23%	38
2025 Q2	$619K	Buy	1,002 +1	+0.1%	+$572	0.24%	38
2025 Q1	$560K	Hold	1,001	–	–	0.27%	36
2024 Q4	$587K	Hold	1,001	–	–	0.29%	35
2024 Q3	$575K	Sell	1,001 -173	-15%	-$95.7K	0.28%	35
2024 Q2	$639K	Buy	1,174 +190	+19%	+$99.4K	0.33%	36
2024 Q1	$515K	Hold	984	–	–	0.27%	39
2023 Q4	$468K	Hold	984	–	–	0.27%	39
2023 Q3	$421K	Hold	984	–	–	0.29%	39
2023 Q2	$436K	Hold	984	–	–	0.29%	37
2023 Q1	$403K	Hold	984	–	–	0.26%	38
2022 Q4	$376K	Buy	+984	New	+$378K	0.24%	35

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

Seneca Financial Advisors's SPY Position: Q1 2026 in Review

Seneca Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,060 shares worth $689K. The position accounts for 0.2% of the portfolio, ranked #37.

Seneca Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $723K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Seneca Financial Advisors held 1,060 shares of State Street SPDR S&P 500 ETF Trust worth $689K as of Q1 2026.
Seneca Financial Advisors 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 0.2% of Seneca Financial Advisors's portfolio in Q1 2026, its #37 holding.
Seneca Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Seneca Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $723K 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 Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.