Spurstone Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Spurstone Advisory Services's SPY Position: Q1 2026 in Review
Spurstone Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, buying an estimated $4.08K and bringing the position to 591 shares worth $384K. The position accounts for 6.58% of the portfolio, ranked #6.
Spurstone Advisory Services first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Spurstone Advisory Services held 591 shares of State Street SPDR S&P 500 ETF Trust worth $384K as of Q1 2026.
- Spurstone Advisory Services bought 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
- State Street SPDR S&P 500 ETF Trust made up 6.58% of Spurstone Advisory Services's portfolio in Q1 2026, its #6 holding.
- Spurstone Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
- Spurstone Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $399K in Q4 2025.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.