Solutions 4 Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Solutions 4 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	$738K	Sell	1,135 -43	-4%	-$29.2K	1.11%	26
2025 Q4	$803K	Sell	1,178 -71	-6%	-$48K	1.21%	22
2025 Q3	$832K	Buy	1,249 +114	+10%	+$73.1K	1.29%	19
2025 Q2	$701K	Buy	1,135 +546	+93%	+$312K	1.17%	21
2025 Q1	$330K	Sell	589 -39	-6%	-$22.9K	0.58%	39
2024 Q4	$368K	Sell	628 -203	-24%	-$120K	0.67%	33
2024 Q3	$477K	Buy	831 +1	+0.1%	+$553	0.93%	29
2024 Q2	$452K	Sell	830 -60	-7%	-$31.4K	1.02%	23
2024 Q1	$466K	Sell	890 -110	-11%	-$54.8K	1.31%	19
2023 Q4	$475K	Buy	+1,000	New	+$445K	1.55%	18

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

Solutions 4 Wealth's SPY Position: Q1 2026 in Review

Solutions 4 Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q1 2026, selling an estimated $29.2K and leaving 1,135 shares worth $738K. The position accounts for 1.11% of the portfolio, ranked #26.

Solutions 4 Wealth first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $832K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Solutions 4 Wealth held 1,135 shares of State Street SPDR S&P 500 ETF Trust worth $738K as of Q1 2026.
Solutions 4 Wealth sold 43 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $29.2K.
State Street SPDR S&P 500 ETF Trust made up 1.11% of Solutions 4 Wealth's portfolio in Q1 2026, its #26 holding.
Solutions 4 Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $832K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.