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

Smith & Howard Wealth Management’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
2025 Q3	–	Sell	-1,000	Closed	-$650K	–	93
2025 Q2	$650K	Hold	1,000	–	–	0.16%	41
2025 Q1	$650K	Buy	1,000 +500	+100%	+$294K	0.18%	40
2024 Q4	$325K	Sell	500 -300	-38%	-$177K	0.09%	56
2024 Q3	$520K	Sell	800 -900	-53%	-$498K	0.15%	51
2024 Q2	$1.1M	Buy	1,700 +200	+13%	+$105K	0.33%	35
2024 Q1	$765K	Buy	+1,500	New	+$747K	0.24%	37
2023 Q4	–	Sell	-200	Closed	-$855K	–	73
2023 Q3	$855K	Buy	+200	New	+$89K	0.3%	37
2023 Q2	–	Sell	-30	Closed	-$51K	–	71
2023 Q1	$51K	Buy	+30	New	+$12K	0.02%	71
2017 Q4	–	Sell	-50	Closed	-$61K	–	47
2017 Q3	$61K	Buy	+50	New	+$12.3K	0.03%	44

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

Smith & Howard Wealth Management's SPY Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 92% in Q1 2026, buying an estimated $9.32M and bringing the position to 28,627 shares worth $18.4M. The position accounts for 3.99% of the portfolio, ranked #6.

Smith & Howard Wealth Management first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Smith & Howard Wealth Management held 28,627 shares of State Street SPDR S&P 500 ETF Trust worth $18.4M as of Q1 2026.
Smith & Howard Wealth Management bought 13,708 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $9.32M.
State Street SPDR S&P 500 ETF Trust made up 3.99% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #6 holding.
Smith & Howard Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.