Socha Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Socha Financial Group’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	$43.6M	Buy	66,969 +2,464	+4%	+$1.68M	22.09%	2
2025 Q4	$44M	Sell	64,505 -36,678	-36%	-$24.8M	21.46%	2
2025 Q3	$67.4M	Sell	101,183 -1,983	-2%	-$1.27M	28.47%	1
2025 Q2	$63.7M	Buy	+103,166	New	+$59M	28.38%	1
2024 Q2	–	Sell	-1,940	Closed	-$1.01M	–	27
2024 Q1	$1.01M	Buy	1,940 +809	+72%	+$403K	0.45%	12
2023 Q4	$538K	Buy	1,131 +5	+0.4%	+$2.23K	0.26%	17
2023 Q3	$481K	Sell	1,126 -41	-4%	-$18.2K	0.26%	16
2023 Q2	$517K	Buy	1,167 +203	+21%	+$85.2K	0.27%	15
2023 Q1	$395K	Sell	964 -761	-44%	-$304K	0.25%	14
2022 Q4	$660K	Buy	1,725 +1,062	+160%	+$408K	0.47%	12
2022 Q3	$237K	Buy	+663	New	+$263K	0.2%	16

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

Socha Financial Group's SPY Position: Q1 2026 in Review

Socha Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q1 2026, buying an estimated $1.68M and bringing the position to 66,969 shares worth $43.6M. The position accounts for 22.09% of the portfolio, ranked #2.

Socha Financial Group first reported a position in SPY in Q3 2022 and has held it in 11 quarters since. The position peaked at $67.4M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Socha Financial Group held 66,969 shares of State Street SPDR S&P 500 ETF Trust worth $43.6M as of Q1 2026.
Socha Financial Group bought 2,464 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.68M.
State Street SPDR S&P 500 ETF Trust made up 22.09% of Socha Financial Group's portfolio in Q1 2026, its #2 holding.
Socha Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 11 quarters since.
Socha Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $67.4M in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Socha Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.