Sound View Wealth Advisors Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sound View Wealth Advisors 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	$13.1M	Sell	20,153 -79	-0.4%	-$53.7K	0.89%	28
2025 Q4	$13.8M	Buy	20,232 +416	+2%	+$281K	0.93%	29
2025 Q3	$13.2M	Buy	19,816 +30	+0.2%	+$19.2K	0.91%	29
2025 Q2	$12.2M	Buy	19,786 +390	+2%	+$223K	0.9%	28
2025 Q1	$10.8M	Buy	19,396 +1,545	+9%	+$908K	0.89%	28
2024 Q4	$10.5M	Buy	17,851 +24	+0.1%	+$14.1K	0.84%	31
2024 Q3	$10.2M	Buy	17,827 +3,033	+21%	+$1.68M	0.83%	32
2024 Q2	$8.05M	Buy	14,794 +248	+2%	+$130K	0.83%	32
2024 Q1	$7.61M	Buy	14,546 +4,474	+44%	+$2.23M	0.81%	33
2023 Q4	$4.79M	Sell	10,072 -356	-3%	-$159K	0.53%	50
2023 Q3	$4.46M	Buy	10,428 +743	+8%	+$330K	0.55%	46
2023 Q2	$4.29M	Buy	9,685 +367	+4%	+$154K	0.56%	47
2023 Q1	$3.81M	Sell	9,318 -754	-7%	-$301K	0.52%	48
2022 Q4	$4.79M	Buy	10,072 +4,003	+66%	+$1.54M	0.53%	50
2022 Q3	$2.17M	Buy	6,069 +379	+7%	+$151K	0.49%	55
2022 Q2	$2.15M	Buy	5,690 +301	+6%	+$123K	0.45%	60
2022 Q1	$2.43M	Buy	5,389 +629	+13%	+$280K	0.46%	56
2021 Q4	$2.26M	Buy	4,760 +43	+0.9%	+$19.7K	0.43%	58
2021 Q3	$2.02M	Buy	4,717 +3,132	+198%	+$1.38M	0.42%	57
2021 Q2	$679K	Buy	1,585 +156	+11%	+$65.1K	0.14%	142
2021 Q1	$566K	Buy	1,429 +122	+9%	+$47K	0.13%	146
2020 Q4	$489K	Buy	1,307 +76	+6%	+$27K	0.12%	153
2020 Q3	$412K	Buy	1,231 +25	+2%	+$8.29K	0.11%	164
2020 Q2	$372K	Buy	1,206 +80	+7%	+$23.4K	0.1%	166
2020 Q1	$290K	Sell	1,126 -122	-10%	-$37.2K	0.1%	164
2019 Q4	$402K	Buy	1,248 +100	+9%	+$30.8K	0.11%	157
2019 Q3	$341K	Hold	1,148	–	–	0.1%	173
2019 Q2	$336K	Buy	+1,148	New	+$331K	0.1%	176

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

Sound View Wealth Advisors Group's SPY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.39% in Q1 2026, selling an estimated $53.7K and leaving 20,153 shares worth $13.1M. The position accounts for 0.89% of the portfolio, ranked #28.

Sound View Wealth Advisors Group first reported a position in SPY in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.8M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sound View Wealth Advisors Group held 20,153 shares of State Street SPDR S&P 500 ETF Trust worth $13.1M as of Q1 2026.
Sound View Wealth Advisors Group sold 79 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $53.7K.
State Street SPDR S&P 500 ETF Trust made up 0.89% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #28 holding.
Sound View Wealth Advisors Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's State Street SPDR S&P 500 ETF Trust position peaked at $13.8M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.