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

Skyline Advisors’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	$290K	Buy	445 +1	+0.2%	+$680	0.1%	98
2025 Q4	$303K	Buy	444 +25	+6%	+$16.9K	0.1%	80
2025 Q3	$279K	Buy	419 +1	+0.2%	+$641	0.1%	77
2025 Q2	$258K	Hold	418	–	–	0.1%	83
2025 Q1	$234K	Sell	418 -101	-19%	-$59.4K	0.09%	81
2024 Q4	$304K	Buy	519 +98	+23%	+$57.7K	0.12%	71
2024 Q3	$241K	Buy	+421	New	+$233K	0.1%	81
2024 Q2	–	Sell	-704	Closed	-$368K	–	81
2024 Q1	$368K	Sell	704 -5	-0.7%	-$2.49K	0.16%	55
2023 Q4	$337K	Buy	+709	New	+$316K	0.16%	56

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

Skyline Advisors's SPY Position: Q1 2026 in Review

Skyline Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.23% in Q1 2026, buying an estimated $680 and bringing the position to 445 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #98.

Skyline Advisors first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $368K in Q1 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Skyline Advisors held 445 shares of State Street SPDR S&P 500 ETF Trust worth $290K as of Q1 2026.
Skyline Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Skyline Advisors's portfolio in Q1 2026, its #98 holding.
Skyline Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
Skyline Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $368K in Q1 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.