Stonehaven Wealth & Tax Solutions’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.54M	Buy	2,361 +27	+1%	+$18.4K	1.36%	20
2025 Q4	$1.59M	Sell	2,334 -59	-2%	-$39.9K	1.43%	19
2025 Q3	$1.59M	Buy	2,393 +134	+6%	+$85.9K	1.47%	19
2025 Q2	$1.4M	Buy	2,259 +6	+0.3%	+$3.43K	1.36%	19
2025 Q1	$1.26M	Buy	2,253 +592	+36%	+$348K	1.33%	21
2024 Q4	$973K	Buy	+1,661	New	+$979K	1.06%	31

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

Stonehaven Wealth & Tax Solutions's SPY Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,361 shares worth $1.54M. The position accounts for 1.36% of the portfolio, ranked #20.

Stonehaven Wealth & Tax Solutions first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 2,361 shares of State Street SPDR S&P 500 ETF Trust worth $1.54M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 27 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18.4K.
State Street SPDR S&P 500 ETF Trust made up 1.36% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #20 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $1.59M in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.