SFMG Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
SFMG Wealth Advisors's SPY Position: Q1 2026 in Review
SFMG Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, buying an estimated $157K and bringing the position to 20,798 shares worth $13.5M. The position accounts for 0.92% of the portfolio, ranked #18.
SFMG Wealth Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $91M in Q1 2015. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- SFMG Wealth Advisors held 20,798 shares of State Street SPDR S&P 500 ETF Trust worth $13.5M as of Q1 2026.
- SFMG Wealth Advisors bought 231 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $157K.
- State Street SPDR S&P 500 ETF Trust made up 0.92% of SFMG Wealth Advisors's portfolio in Q1 2026, its #18 holding.
- SFMG Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- SFMG Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $91M in Q1 2015.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.