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
2026 Q1	–	Sell	-4,300	Closed	-$2.7M	–	98
2025 Q4	$2.7M	Buy	4,300 +1,800	+72%	+$1.22M	0.61%	28
2025 Q3	$1.52M	Buy	+2,500	New	+$1.6M	0.35%	35
2023 Q2	–	Sell	-117	Closed	-$287K	–	72
2023 Q1	$287K	Buy	+117	New	+$46.7K	0.1%	58
2017 Q4	–	Sell	-19	Closed	-$5K	–	48
2017 Q3	$5K	Buy	+19	New	+$4.68K	﹤0.01%	47

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.