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

Souders Financial Advisors’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	$1.2M	Sell	1,839 -585	-24%	-$398K	0.14%	83
2025 Q4	$1.65M	Buy	2,424 +599	+33%	+$405K	0.19%	69
2025 Q3	$1.22M	Buy	1,825 +7	+0.4%	+$4.49K	0.14%	78
2025 Q2	$1.12M	Buy	1,818 +4	+0.2%	+$2.29K	0.14%	79
2025 Q1	$1.01M	Sell	1,814 -309	-15%	-$182K	0.14%	90
2024 Q4	$1.24M	Buy	2,123 +439	+26%	+$259K	0.17%	89
2024 Q3	$966K	Buy	1,684 +59	+4%	+$32.6K	0.13%	102
2024 Q2	$884K	Buy	1,625 +22	+1%	+$11.5K	0.13%	101
2024 Q1	$838K	Sell	1,603 -197	-11%	-$98.1K	0.13%	100
2023 Q4	$856K	Buy	1,800 +335	+23%	+$149K	0.15%	94
2023 Q3	$626K	Buy	1,465 +5	+0.3%	+$2.22K	0.12%	109
2023 Q2	$647K	Sell	1,460 -4,513	-76%	-$1.89M	0.12%	108
2023 Q1	$2.45M	Buy	5,973 +3,461	+138%	+$1.38M	0.52%	64
2022 Q4	$961K	Buy	2,512 +1,120	+80%	+$430K	0.22%	81
2022 Q3	$497K	Sell	1,392 -10	-0.7%	-$3.97K	0.13%	108
2022 Q2	$529K	Buy	1,402 +223	+19%	+$91.4K	0.15%	96
2022 Q1	$533K	Hold	1,179	–	–	0.15%	103
2021 Q4	$560K	Buy	1,179 +70	+6%	+$32.1K	0.16%	99
2021 Q3	$476K	Buy	1,109 +12	+1%	+$5.29K	0.15%	102
2021 Q2	$470K	Buy	1,097 +6	+0.5%	+$2.5K	0.16%	101
2021 Q1	$432K	Buy	1,091 +124	+13%	+$47.8K	0.17%	93
2020 Q4	$362K	Buy	967 +30	+3%	+$10.6K	0.16%	90
2020 Q3	$332K	Buy	937 +7	+0.8%	+$2.32K	0.16%	88
2020 Q2	$287K	Buy	930 +29	+3%	+$8.49K	0.16%	84
2020 Q1	$232K	Buy	+901	New	+$275K	0.2%	79

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

Souders Financial Advisors's SPY Position: Q1 2026 in Review

Souders Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q1 2026, selling an estimated $398K and leaving 1,839 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #83.

Souders Financial Advisors first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.45M in Q1 2023. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Souders Financial Advisors held 1,839 shares of State Street SPDR S&P 500 ETF Trust worth $1.2M as of Q1 2026.
Souders Financial Advisors sold 585 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $398K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Souders Financial Advisors's portfolio in Q1 2026, its #83 holding.
Souders Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
Souders Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.45M in Q1 2023.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.