Shared Vision Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Shared Vision Wealth Group's SPY Position: Q1 2026 in Review
Shared Vision Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, buying an estimated $2.91M and bringing the position to 17,870 shares worth $11.6M. The position accounts for 4.74% of the portfolio, ranked #4.
Shared Vision Wealth Group first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Shared Vision Wealth Group held 17,870 shares of State Street SPDR S&P 500 ETF Trust worth $11.6M as of Q1 2026.
- Shared Vision Wealth Group bought 4,284 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.91M.
- State Street SPDR S&P 500 ETF Trust made up 4.74% of Shared Vision Wealth Group's portfolio in Q1 2026, its #4 holding.
- Shared Vision Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.