Signature Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Signature Wealth Management Group’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	$237K	Hold	365	–	–	0.09%	121
2025 Q4	$249K	Hold	365	–	–	0.1%	101
2025 Q3	$243K	Hold	365	–	–	0.09%	105
2025 Q2	$226K	Sell	365 -40	-10%	-$22.9K	0.09%	109
2025 Q1	$227K	Sell	405 -24	-6%	-$14.1K	0.09%	110
2024 Q4	$251K	Hold	429	–	–	0.1%	100
2024 Q3	$246K	Hold	429	–	–	0.1%	97
2024 Q2	$233K	Hold	429	–	–	0.1%	97
2024 Q1	$212K	Sell	429 -310	-42%	-$154K	0.1%	100
2023 Q4	$351K	Buy	+739	New	+$329K	0.16%	90
2023 Q1	–	Sell	-587	Closed	-$224K	–	96
2022 Q4	$224K	Buy	+587	New	+$226K	0.11%	88
2022 Q1	–	Sell	-1,084	Closed	-$515K	–	89
2021 Q4	$515K	Buy	+1,084	New	+$498K	0.26%	68
2020 Q1	–	Sell	-852	Closed	-$274K	–	81
2019 Q4	$274K	Buy	+852	New	+$262K	0.17%	74
2018 Q4	–	Sell	-395	Closed	-$104K	–	260
2018 Q3	$104K	Sell	395 -296	-43%	-$84.3K	0.08%	82
2018 Q2	$187K	Hold	691	–	–	0.14%	69
2018 Q1	$182K	Hold	691	–	–	0.14%	68
2017 Q4	$184K	Buy	+691	New	+$180K	0.13%	67

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

Signature Wealth Management Group's SPY Position: Q1 2026 in Review

Signature Wealth Management Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 365 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #121.

Signature Wealth Management Group first reported a position in SPY in Q4 2017 and has held it in 17 quarters since. The position peaked at $515K in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Signature Wealth Management Group held 365 shares of State Street SPDR S&P 500 ETF Trust worth $237K as of Q1 2026.
Signature Wealth Management Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Signature Wealth Management Group's portfolio in Q1 2026, its #121 holding.
Signature Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 17 quarters since.
Signature Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $515K in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.