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

Spectrum Financial Alliance’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	$219K	Hold	337	–	–	0.04%	27
2025 Q4	$230K	Hold	337	–	–	0.05%	28
2025 Q3	$225K	Buy	337 +22	+7%	+$14.1K	0.06%	24
2025 Q2	$200K	Buy	+315	New	+$180K	0.05%	23
2019 Q1	–	Sell	-90	Closed	-$22K	–	89
2018 Q4	$22K	Hold	90	–	–	0.02%	41
2018 Q3	$26K	Buy	+90	New	+$25.6K	0.02%	42
2018 Q2	–	Sell	-59	Closed	-$15K	–	142
2018 Q1	$15K	Buy	+59	New	+$16.1K	0.01%	59

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

Spectrum Financial Alliance's SPY Position: Q1 2026 in Review

Spectrum Financial Alliance held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 337 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #27.

Spectrum Financial Alliance first reported a position in SPY in Q1 2018 and has held it in 7 quarters since. The position peaked at $230K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Spectrum Financial Alliance held 337 shares of State Street SPDR S&P 500 ETF Trust worth $219K as of Q1 2026.
Spectrum Financial Alliance left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Spectrum Financial Alliance's portfolio in Q1 2026, its #27 holding.
Spectrum Financial Alliance first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2018 and has held it in 7 quarters since.
Spectrum Financial Alliance's State Street SPDR S&P 500 ETF Trust position peaked at $230K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.