SHP Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
SHP Wealth Management's SPY Position: Q1 2026 in Review
SHP Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, buying an estimated $671K and bringing the position to 35,253 shares worth $22.9M. The position accounts for 1.73% of the portfolio, ranked #11.
SHP Wealth Management first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.4M in Q4 2025. 4,568 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- SHP Wealth Management held 35,253 shares of State Street SPDR S&P 500 ETF Trust worth $22.9M as of Q1 2026.
- SHP Wealth Management bought 987 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $671K.
- State Street SPDR S&P 500 ETF Trust made up 1.73% of SHP Wealth Management's portfolio in Q1 2026, its #11 holding.
- SHP Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $23.4M in Q4 2025.
- 4,568 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.