Stone Summit Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stone Summit Wealth’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	$2.68M	Sell	4,127 -24	-0.6%	-$16.3K	0.75%	41
2025 Q4	$2.83M	Sell	4,151 -127	-3%	-$85.8K	0.77%	40
2025 Q3	$2.85M	Sell	4,278 -155	-3%	-$99.4K	0.81%	41
2025 Q2	$2.74M	Buy	4,433 +282	+7%	+$161K	0.85%	41
2025 Q1	$2.32M	Buy	4,151 +171	+4%	+$101K	0.79%	46
2024 Q4	$2.33M	Sell	3,980 -492	-11%	-$290K	0.78%	44
2024 Q3	$2.57M	Buy	4,472 +356	+9%	+$197K	0.83%	40
2024 Q2	$2.24M	Buy	4,116 +59	+1%	+$30.9K	0.8%	39
2024 Q1	$2.12M	Buy	4,057 +50	+1%	+$24.9K	0.74%	45
2023 Q4	$1.9M	Buy	4,007 +2,192	+121%	+$976K	0.73%	46
2023 Q3	$776K	Buy	1,815 +873	+93%	+$388K	0.33%	77
2023 Q2	$418K	Buy	942 +80	+9%	+$33.6K	0.17%	101
2023 Q1	$353K	Sell	862 -8	-0.9%	-$3.19K	0.16%	107
2022 Q4	$333K	Buy	870 +125	+17%	+$48K	0.16%	108
2022 Q3	$266K	Sell	745 -50	-6%	-$19.9K	0.16%	113
2022 Q2	$300K	Buy	795 +88	+12%	+$36K	0.18%	108
2022 Q1	$321K	Buy	+707	New	+$315K	0.18%	112

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

Stone Summit Wealth's SPY Position: Q1 2026 in Review

Stone Summit Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.58% in Q1 2026, selling an estimated $16.3K and leaving 4,127 shares worth $2.68M. The position accounts for 0.75% of the portfolio, ranked #41.

Stone Summit Wealth first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.85M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Stone Summit Wealth held 4,127 shares of State Street SPDR S&P 500 ETF Trust worth $2.68M as of Q1 2026.
Stone Summit Wealth sold 24 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $16.3K.
State Street SPDR S&P 500 ETF Trust made up 0.75% of Stone Summit Wealth's portfolio in Q1 2026, its #41 holding.
Stone Summit Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.85M in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.