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

SMART Wealth’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	$817K	Sell	1,256 -108	-8%	-$73.4K	0.24%	106
2025 Q4	$930K	Sell	1,364 -218	-14%	-$147K	0.28%	86
2025 Q3	$1.05M	Buy	1,582 +126	+9%	+$80.8K	0.4%	72
2025 Q2	$900K	Buy	1,456 +46	+3%	+$26.3K	0.28%	86
2025 Q1	$789K	Buy	1,410 +40	+3%	+$23.5K	0.28%	86
2024 Q4	$803K	Buy	1,370 +362	+36%	+$213K	0.29%	84
2024 Q3	$578K	Buy	1,008 +413	+69%	+$228K	0.23%	87
2024 Q2	$324K	Buy	595 +1	+0.2%	+$523	0.13%	96
2024 Q1	$311K	Sell	594 -1,983	-77%	-$987K	0.14%	88
2023 Q4	$1.23M	Sell	2,577 -138	-5%	-$61.5K	0.67%	31
2023 Q3	$1.16M	Buy	2,715 +137	+5%	+$60.9K	0.87%	36
2023 Q2	$1.14M	Buy	2,578 +681	+36%	+$286K	0.86%	33
2023 Q1	$777K	Sell	1,897 -6,739	-78%	-$2.69M	0.69%	41
2022 Q4	$3.3M	Buy	+8,636	New	+$3.32M	2.48%	12

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

SMART Wealth's SPY Position: Q1 2026 in Review

SMART Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.9% in Q1 2026, selling an estimated $73.4K and leaving 1,256 shares worth $817K. The position accounts for 0.24% of the portfolio, ranked #106.

SMART Wealth first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2022. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

SMART Wealth held 1,256 shares of State Street SPDR S&P 500 ETF Trust worth $817K as of Q1 2026.
SMART Wealth sold 108 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $73.4K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of SMART Wealth's portfolio in Q1 2026, its #106 holding.
SMART Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $3.3M in Q4 2022.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.