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

Strategic Family Wealth Counselors’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 		$12.2M Sell
18,783
-24
-0.1% -$16.3K 3.21% 5
2025
Q4 		$12.7M Sell
18,807
-6
-0% -$4.05K 2.86% 4
2025
Q3 		$12.5M Sell
18,813
-8
-0% -$5.13K 3.22% 4
2025
Q2 		$11.6M Sell
18,821
-218
-1% -$125K 3.31% 4
2025
Q1 		$10.7M Buy
19,039
+663
+4% +$390K 3.46% 4
2024
Q4 		$10.8M Buy
18,376
+499
+3% +$294K 3.51% 4
2024
Q3 		$10.3M Buy
17,877
+1,788
+11% +$989K 3.59% 4
2024
Q2 		$8.76M Buy
16,089
+66
+0.4% +$34.5K 3.33% 7
2024
Q1 		$8.38M Sell
16,023
-498
-3% -$248K 3.31% 8
2023
Q4 		$7.85M Buy
16,521
+41
+0.2% +$18.3K 3.29% 5
2023
Q3 		$7.05M Buy
16,480
+285
+2% +$127K 3.39% 7
2023
Q2 		$7.18M Buy
16,195
+237
+1% +$99.5K 3.3% 7
2023
Q1 		$6.53M Buy
15,958
+2,286
+17% +$912K 3.09% 8
2022
Q4 		$5.23M Sell
13,672
-2,223
-14% -$854K 2.59% 15
2022
Q3 		$5.68M Buy
15,895
+224
+1% +$89K 2.79% 12
2022
Q2 		$5.91M Buy
15,671
+1,083
+7% +$444K 2.84% 11
2022
Q1 		$6.59M Buy
14,588
+1,643
+13% +$731K 2.66% 11
2021
Q4 		$6.15M Buy
12,945
+915
+8% +$420K 1.97% 13
2021
Q3 		$5.16M Buy
12,030
+2,254
+23% +$994K 1.77% 15
2021
Q2 		$4.18M Buy
9,776
+2,498
+34% +$1.04M 1.37% 18
2021
Q1 		$2.88M Buy
7,278
+1,227
+20% +$473K 1.09% 23
2020
Q4 		$2.26M Buy
6,051
+2,401
+66% +$852K 1.17% 26
2020
Q3 		$1.22M Buy
3,650
+749
+26% +$248K 0.69% 29
2020
Q2 		$894K Buy
2,901
+1,547
+114% +$453K 0.56% 34
2020
Q1 		$349K Buy
1,354
+391
+41% +$119K 0.26% 54
2019
Q4 		$310K Buy
963
+1
+0.1% +$308 0.25% 52
2019
Q3 		$286K Buy
962
+1
+0.1% +$295 0.22% 52
2019
Q2 		$282K Sell
961
-90
-9% -$25.9K 0.22% 52
2019
Q1 		$297K Buy
1,051
+1
+0.1% +$272 0.24% 51
2018
Q4 		$262K Buy
+1,050
New +$283K 0.3% 50

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Family Wealth Counselors's SPY Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, selling an estimated $16.3K and leaving 18,783 shares worth $12.2M. The position accounts for 3.21% of the portfolio, ranked #5.

Strategic Family Wealth Counselors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.7M in Q4 2025. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Strategic Family Wealth Counselors held 18,783 shares of State Street SPDR S&P 500 ETF Trust worth $12.2M as of Q1 2026.
  • Strategic Family Wealth Counselors 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 3.21% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #5 holding.
  • Strategic Family Wealth Counselors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's State Street SPDR S&P 500 ETF Trust position peaked at $12.7M in Q4 2025.
  • 4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.