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

Strategic Investment Advisors’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	$1.38M	Buy	2,115 +431	+26%	+$293K	0.1%	111
2025 Q4	$1.15M	Buy	1,684 +77	+5%	+$52K	0.1%	92
2025 Q3	$1.07M	Buy	1,607 +313	+24%	+$201K	0.1%	97
2025 Q2	$800K	Buy	1,294 +2	+0.2%	+$1.14K	0.08%	112
2025 Q1	$723K	Sell	1,292 -89	-6%	-$52.3K	0.08%	130
2024 Q4	$810K	Buy	1,381 +98	+8%	+$57.7K	0.09%	133
2024 Q3	$736K	Sell	1,283 -129	-9%	-$71.3K	0.08%	142
2024 Q2	$769K	Sell	1,412 -5	-0.4%	-$2.62K	0.09%	134
2024 Q1	$741K	Sell	1,417 -274	-16%	-$136K	0.1%	136
2023 Q4	$804K	Buy	1,691 +62	+4%	+$27.6K	0.12%	118
2023 Q3	$696K	Buy	1,629 +390	+31%	+$173K	0.11%	137
2023 Q2	$549K	Buy	1,239 +175	+16%	+$73.4K	0.08%	130
2023 Q1	$436K	Buy	1,064 +15	+1%	+$5.99K	0.08%	172
2022 Q4	$401K	Buy	1,049 +311	+42%	+$120K	0.08%	167
2022 Q3	$263K	Sell	738 -263	-26%	-$104K	0.06%	154
2022 Q2	$377K	Buy	1,001 +1	+0.1%	+$410	0.08%	168
2022 Q1	$452K	Buy	1,000 +108	+12%	+$48.1K	0.09%	164
2021 Q4	$424K	Buy	892 +2	+0.2%	+$918	0.08%	164
2021 Q3	$382K	Buy	890 +2	+0.2%	+$882	0.08%	159
2021 Q2	$380K	Sell	888 -14	-2%	-$5.84K	0.09%	164
2021 Q1	$357K	Buy	902 +39	+5%	+$15K	0.09%	172
2020 Q4	$323K	Buy	+863	New	+$306K	0.09%	167
2020 Q2	–	Sell	-5,189	Closed	-$1.34M	–	178
2020 Q1	$1.34M	Buy	5,189 +164	+3%	+$50K	0.61%	46
2019 Q4	$1.62M	Buy	5,025 +1,014	+25%	+$312K	0.67%	40
2019 Q3	$1.19M	Sell	4,011 -2,616	-39%	-$773K	0.57%	42
2019 Q2	$1.96M	Buy	6,627 +656	+11%	+$189K	1.07%	28
2019 Q1	$1.69M	Sell	5,971 -485	-8%	-$132K	1.16%	24
2018 Q4	$1.61M	Buy	+6,456	New	+$1.74M	1.45%	21

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 Investment Advisors's SPY Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q1 2026, buying an estimated $293K and bringing the position to 2,115 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #111.

Strategic Investment Advisors first reported a position in SPY in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.96M in Q2 2019. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Strategic Investment Advisors held 2,115 shares of State Street SPDR S&P 500 ETF Trust worth $1.38M as of Q1 2026.
Strategic Investment Advisors bought 431 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $293K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Strategic Investment Advisors's portfolio in Q1 2026, its #111 holding.
Strategic Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 28 quarters since.
Strategic Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.96M in Q2 2019.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.