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

Spectrum Investment 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	$525K	Buy	807 +100	+14%	+$68K	0.26%	26
2025 Q4	$482K	Buy	707 +21	+3%	+$14.2K	0.24%	27
2025 Q3	$457K	Buy	686 +1	+0.1%	+$641	0.25%	22
2025 Q2	$423K	Buy	685 +201	+42%	+$115K	0.25%	21
2025 Q1	$271K	Sell	484 -50	-9%	-$29.4K	0.17%	22
2024 Q4	$313K	Buy	534 +125	+31%	+$73.6K	0.21%	21
2024 Q3	$235K	Hold	409	–	–	0.16%	22
2024 Q2	$222K	Buy	409 +23	+6%	+$12K	0.16%	24
2024 Q1	$202K	Buy	+386	New	+$192K	0.15%	34

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 Investment Advisors's SPY Position: Q1 2026 in Review

Spectrum Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q1 2026, buying an estimated $68K and bringing the position to 807 shares worth $525K. The position accounts for 0.26% of the portfolio, ranked #26.

Spectrum Investment Advisors first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Spectrum Investment Advisors held 807 shares of State Street SPDR S&P 500 ETF Trust worth $525K as of Q1 2026.
Spectrum Investment Advisors bought 100 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $68K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Spectrum Investment Advisors's portfolio in Q1 2026, its #26 holding.
Spectrum Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.