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

Strategic Wealth Investment Group’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 		$22.6M Sell
34,781
-371
-1% -$252K 2.87% 8
2025
Q4 		$24M Sell
35,152
-34,942
-50% -$23.6M 2.95% 9
2025
Q3 		$46.7M Buy
70,094
+66,946
+2,127% +$42.9M 3.93% 5
2025
Q2 		$1.95M Buy
3,148
+564
+22% +$322K 2.82% 10
2025
Q1 		$1.45M Sell
2,584
-63,479
-96% -$37.3M 2.52% 12
2024
Q4 		$38.7M Sell
66,063
-5,074
-7% -$2.99M 4.28% 5
2024
Q3 		$40.4M Sell
71,137
-7,200
-9% -$3.98M 4.33% 5
2024
Q2 		$42.7M Buy
+78,337
New +$41M 5.4% 3
2023
Q4 		$36.8M Buy
77,401
+2,678
+4% +$1.19M 5.53% 3
2023
Q3 		$31.9M Buy
74,723
+991
+1% +$441K 5.79% 2
2023
Q2 		$32.7M Buy
73,732
+1,464
+2% +$614K 5.19% 2
2023
Q1 		$29.6M Buy
72,268
+12,371
+21% +$4.94M 5.49% 3
2022
Q4 		$23.4M Buy
59,897
+10,206
+21% +$3.92M 5.42% 3
2022
Q3 		$17.7M Buy
49,691
+3,041
+7% +$1.21M 5.1% 4
2022
Q2 		$17.6M Sell
46,650
-2,097
-4% -$859K 4.41% 4
2022
Q1 		$22M Buy
48,747
+7,612
+19% +$3.39M 5.25% 4
2021
Q4 		$19.5M Buy
41,135
+3,848
+10% +$1.77M 5.08% 4
2021
Q3 		$16M Buy
37,287
+6,801
+22% +$3M 4.79% 4
2021
Q2 		$13.1M Buy
30,486
+6,184
+25% +$2.58M 4.62% 4
2021
Q1 		$9.63M Buy
24,302
+4,233
+21% +$1.63M 4.62% 4
2020
Q4 		$7.5M Buy
20,069
+3,604
+22% +$1.28M 4.4% 5
2020
Q3 		$5.51M Buy
16,465
+4,026
+32% +$1.33M 4.15% 6
2020
Q2 		$3.84M Buy
+12,439
New +$3.64M 3.76% 8

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 Wealth Investment Group's SPY Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $252K and leaving 34,781 shares worth $22.6M. The position accounts for 2.87% of the portfolio, ranked #8.

Strategic Wealth Investment Group first reported a position in SPY in Q2 2020 and has held it in 23 quarters since. The position peaked at $46.7M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Strategic Wealth Investment Group held 34,781 shares of State Street SPDR S&P 500 ETF Trust worth $22.6M as of Q1 2026.
  • Strategic Wealth Investment Group sold 371 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $252K.
  • State Street SPDR S&P 500 ETF Trust made up 2.87% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #8 holding.
  • Strategic Wealth Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 23 quarters since.
  • Strategic Wealth Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $46.7M 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 Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.