Strategic Advocates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Strategic Advocates’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	$18.6K	Sell	29 -359	-93%	-$244K	0.08%	131
2025 Q4	$267K	Buy	388 +1	+0.3%	+$676	0.07%	101
2025 Q3	$258K	Sell	387 -17	-4%	-$10.9K	0.07%	109
2025 Q2	$249K	Sell	404 -1	-0.2%	-$572	0.07%	108
2025 Q1	$226K	Buy	405 +33	+9%	+$19.4K	0.08%	97
2024 Q4	$218K	Sell	372 -189	-34%	-$111K	0.07%	100
2024 Q3	$322K	Sell	561 -9	-2%	-$4.98K	0.12%	92
2024 Q2	$310K	Buy	570 +170	+43%	+$89K	0.12%	94
2024 Q1	$209K	Buy	+400	New	+$199K	0.08%	120

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

Strategic Advocates's SPY Position: Q1 2026 in Review

Strategic Advocates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 93% in Q1 2026, selling an estimated $244K and leaving 29 shares worth $18.6K. The position accounts for 0.08% of the portfolio, ranked #131.

Strategic Advocates first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $322K in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Strategic Advocates held 29 shares of State Street SPDR S&P 500 ETF Trust worth $18.6K as of Q1 2026.
Strategic Advocates sold 359 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $244K.
State Street SPDR S&P 500 ETF Trust made up 0.08% of Strategic Advocates's portfolio in Q1 2026, its #131 holding.
Strategic Advocates first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Strategic Advocates's State Street SPDR S&P 500 ETF Trust position peaked at $322K in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.