Sharp Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Sharp Financial Services's SPY Position: Q1 2026 in Review
Sharp Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 929 shares worth $604K. The position accounts for 0.3% of the portfolio, ranked #47.
Sharp Financial Services first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.3M in Q1 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Sharp Financial Services held 929 shares of State Street SPDR S&P 500 ETF Trust worth $604K as of Q1 2026.
- Sharp Financial Services bought 21 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $14.3K.
- State Street SPDR S&P 500 ETF Trust made up 0.3% of Sharp Financial Services's portfolio in Q1 2026, its #47 holding.
- Sharp Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Sharp Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $20.3M in Q1 2025.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.