Sensible Money’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sensible Money’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	$1.85M	Sell	2,846 -626	-18%	-$426K	0.56%	15
2025 Q4	$2.37M	Buy	3,472 +380	+12%	+$257K	0.76%	11
2025 Q3	$2.06M	Sell	3,092 -48	-2%	-$30.8K	0.7%	12
2025 Q2	$1.94M	Sell	3,140 -37	-1%	-$21.2K	0.74%	13
2025 Q1	$1.78M	Sell	3,177 -412	-11%	-$242K	0.76%	12
2024 Q4	$2.1M	Buy	3,589 +56	+2%	+$33K	0.92%	11
2024 Q3	$2.03M	Buy	3,533 +1,149	+48%	+$635K	0.89%	12
2024 Q2	$1.3M	Buy	2,384 +103	+5%	+$53.9K	0.63%	14
2024 Q1	$1.19M	Sell	2,281 -108	-5%	-$53.8K	0.64%	14
2023 Q4	$1.14M	Sell	2,389 -16	-0.7%	-$7.13K	0.68%	16
2023 Q3	$1.03M	Hold	2,405	–	–	0.73%	17
2023 Q2	$1.07M	Sell	2,405 -370	-13%	-$155K	0.78%	16
2023 Q1	$1.14M	Hold	2,775	–	–	0.98%	15
2022 Q4	$1.06M	Buy	+2,775	New	+$1.07M	1.13%	15

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

Sensible Money's SPY Position: Q1 2026 in Review

Sensible Money reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q1 2026, selling an estimated $426K and leaving 2,846 shares worth $1.85M. The position accounts for 0.56% of the portfolio, ranked #15.

Sensible Money first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.37M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sensible Money held 2,846 shares of State Street SPDR S&P 500 ETF Trust worth $1.85M as of Q1 2026.
Sensible Money sold 626 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $426K.
State Street SPDR S&P 500 ETF Trust made up 0.56% of Sensible Money's portfolio in Q1 2026, its #15 holding.
Sensible Money first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Sensible Money's State Street SPDR S&P 500 ETF Trust position peaked at $2.37M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.