SimplyRich’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SimplyRich’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	$451K	Hold	694	–	–	0.12%	157
2025 Q4	$473K	Hold	694	–	–	0.12%	141
2025 Q3	$462K	Hold	694	–	–	0.12%	144
2025 Q2	$428K	Hold	694	–	–	0.12%	154
2025 Q1	$388K	Hold	694	–	–	0.11%	155
2024 Q4	$406K	Hold	694	–	–	0.12%	152
2024 Q3	$398K	Sell	694 -258	-27%	-$143K	0.11%	149
2024 Q2	$518K	Hold	952	–	–	0.16%	111
2024 Q1	$498K	Hold	952	–	–	0.16%	116
2023 Q4	$452K	Buy	+952	New	+$424K	0.16%	120
2023 Q3	–	Sell	-952	Closed	-$422K	–	163
2023 Q2	$422K	Hold	952	–	–	0.15%	122
2023 Q1	$389K	Hold	952	–	–	0.15%	124
2022 Q4	$364K	Hold	952	–	–	0.14%	127
2022 Q3	$340K	Hold	952	–	–	0.15%	116
2022 Q2	$359K	Hold	952	–	–	0.15%	121
2022 Q1	$429K	Hold	952	–	–	0.15%	119
2021 Q4	$452K	Hold	952	–	–	0.15%	120
2021 Q3	$408K	Buy	+952	New	+$420K	0.15%	120
2021 Q2	–	Sell	-694	Closed	-$275K	–	178
2021 Q1	$275K	Buy	694 +139	+25%	+$53.6K	0.11%	143
2020 Q4	$208K	Buy	+555	New	+$197K	0.09%	148

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

SimplyRich's SPY Position: Q1 2026 in Review

SimplyRich held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 694 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #157.

SimplyRich first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. The position peaked at $518K in Q2 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

SimplyRich held 694 shares of State Street SPDR S&P 500 ETF Trust worth $451K as of Q1 2026.
SimplyRich 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 0.12% of SimplyRich's portfolio in Q1 2026, its #157 holding.
SimplyRich first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
SimplyRich's State Street SPDR S&P 500 ETF Trust position peaked at $518K in Q2 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.