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
2022 Q4	–	Hold	0	–	-$107K	–	111
2022 Q3	–	Hold	0	–	–	–	90
2021 Q4	–	Sell	-500	Closed	-$215K	–	109
2021 Q3	$215K	Buy	+500	New	+$221K	0.07%	90
2020 Q4	–	Sell	-2,500	Closed	-$837K	–	85
2020 Q3	$837K	Sell	2,500 -500	-17%	-$166K	0.47%	37
2020 Q2	$926K	Buy	3,000 +1,000	+50%	+$293K	0.58%	33
2020 Q1	$516K	Buy	+2,000	New	+$610K	0.39%	40

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 $445B AUM 25.58% 1-Year Est. Return

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. 4,568 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.
4,568 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.