Smart Money Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $703K | Sell |
1,081
-354
| -25% | -$241K | 0.2% | 65 |
|
|
2025
Q4 | $979K | Buy |
1,435
+308
| +27% | +$208K | 0.29% | 54 |
|
|
2025
Q3 | $751K | Sell |
1,127
-204
| -15% | -$131K | 0.22% | 58 |
|
|
2025
Q2 | $822K | Sell |
1,331
-424
| -24% | -$242K | 0.26% | 53 |
|
|
2025
Q1 | $982K | Sell |
1,755
-11,886
| -87% | -$6.99M | 0.33% | 32 |
|
|
2024
Q4 | $7.99M | Buy |
13,641
+28
| +0.2% | +$16.5K | 2.76% | 6 |
|
|
2024
Q3 | $7.74M | Sell |
13,613
-471
| -3% | -$260K | 2.76% | 6 |
|
|
2024
Q2 | $7.76M | Sell |
14,084
-753
| -5% | -$394K | 2.77% | 7 |
|
|
2024
Q1 | $7.45M | Sell |
14,837
-1,436
| -9% | -$715K | 2.9% | 7 |
|
|
2023
Q4 | $7.73M | Sell |
16,273
-1,504
| -8% | -$670K | 3.37% | 6 |
|
|
2023
Q3 | $7.6M | Sell |
17,777
-18,852
| -51% | -$8.38M | 3.61% | 8 |
|
|
2023
Q2 | $16.2M | Buy |
36,629
+2,239
| +7% | +$940K | 7.74% | 2 |
|
|
2023
Q1 | $14.3M | Buy |
34,390
+17,475
| +103% | +$6.97M | 7.18% | 5 |
|
|
2022
Q4 | $6.47M | Buy |
16,915
+7,725
| +84% | +$2.97M | 3.38% | 10 |
|
|
2022
Q3 | $3.28M | Buy |
9,190
+769
| +9% | +$305K | 2.24% | 12 |
|
|
2022
Q2 | $3.18M | Buy |
8,421
+40
| +0.5% | +$16.4K | 2.2% | 11 |
|
|
2022
Q1 | $3.79M | Buy |
8,381
+1,401
| +20% | +$624K | 2.54% | 9 |
|
|
2021
Q4 | $3.31M | Buy |
6,980
+2,868
| +70% | +$1.32M | 2.12% | 12 |
|
|
2021
Q3 | $1.76M | Buy |
4,112
+245
| +6% | +$108K | 1.28% | 24 |
|
|
2021
Q2 | $1.19M | Buy |
3,867
+46
| +1% | +$19.2K | 1.37% | 16 |
|
|
2021
Q1 | $1.51M | Sell |
3,821
-133
| -3% | -$51.3K | 1.26% | 20 |
|
|
2020
Q4 | $1.48M | Sell |
3,954
-4,529
| -53% | -$1.61M | 1.24% | 23 |
|
|
2020
Q3 | $2.84M | Buy |
8,483
+263
| +3% | +$87.2K | 1.22% | 34 |
|
|
2020
Q2 | $2.54M | Buy |
8,220
+532
| +7% | +$156K | 1.5% | 23 |
|
|
2020
Q1 | $1.98M | Buy |
7,688
+929
| +14% | +$283K | 1.39% | 22 |
|
|
2019
Q4 | $2.17M | Buy |
6,759
+2,795
| +71% | +$861K | 1.27% | 21 |
|
|
2019
Q3 | $1.18M | Sell |
3,964
-144
| -4% | -$42.5K | 0.94% | 34 |
|
|
2019
Q2 | $1.2M | Buy |
4,108
+18
| +0.4% | +$5.18K | 0.99% | 33 |
|
|
2019
Q1 | $1.16M | Buy |
4,090
+43
| +1% | +$11.7K | 1.01% | 35 |
|
|
2018
Q4 | $1.01M | Sell |
4,047
-140
| -3% | -$37.8K | 1.05% | 32 |
|
|
2018
Q3 | $1.22M | Sell |
4,187
-63
| -1% | -$17.9K | 1.1% | 27 |
|
|
2018
Q2 | $1.15M | Sell |
4,250
-47
| -1% | -$12.7K | 1.03% | 31 |
|
|
2018
Q1 | $1.13M | Sell |
4,297
-237
| -5% | -$64.7K | 1.15% | 29 |
|
|
2017
Q4 | $1.21M | Buy |
+4,534
| New | +$1.18M | 1.88% | 16 |
|
Other funds holding SPY
Smart Money Group's SPY Position: Q1 2026 in Review
Smart Money Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q1 2026, selling an estimated $241K and leaving 1,081 shares worth $703K. The position accounts for 0.2% of the portfolio, ranked #65.
Smart Money Group first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.2M in Q2 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Smart Money Group held 1,081 shares of State Street SPDR S&P 500 ETF Trust worth $703K as of Q1 2026.
- Smart Money Group sold 354 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $241K.
- State Street SPDR S&P 500 ETF Trust made up 0.2% of Smart Money Group's portfolio in Q1 2026, its #65 holding.
- Smart Money Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Smart Money Group's State Street SPDR S&P 500 ETF Trust position peaked at $16.2M in Q2 2023.
- 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.