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

Strategic Wealth Partners’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 		$13.6M Sell
20,908
-31
-0.1% -$21.1K 0.94% 26
2025
Q4 		$14.3M Buy
20,939
+648
+3% +$438K 0.98% 23
2025
Q3 		$13.5M Sell
20,291
-2,434
-11% -$1.56M 1.01% 22
2025
Q2 		$14M Buy
+22,725
New +$13M 1.1% 19
2024
Q4 		$15.9M Sell
26,081
-408
-2% -$240K 1.32% 15
2024
Q3 		$15.2M Buy
26,489
+1,406
+6% +$777K 1.46% 10
2024
Q2 		$13.7M Buy
25,083
+1,783
+8% +$933K 1.43% 13
2024
Q1 		$12.2M Buy
23,300
+8,168
+54% +$4.07M 1.34% 14
2023
Q4 		$7.19M Buy
15,132
+735
+5% +$327K 0.89% 27
2023
Q3 		$6.15M Buy
14,397
+2,647
+23% +$1.18M 0.81% 27
2023
Q2 		$5.21M Buy
11,750
+6,870
+141% +$2.88M 0.67% 29
2023
Q1 		$2M Buy
4,880
+133
+3% +$53.1K 0.31% 94
2022
Q4 		$1.82M Sell
4,747
-30,741
-87% -$11.8M 0.34% 89
2022
Q3 		$12.7M Buy
35,488
+2,966
+9% +$1.18M 2.69% 3
2022
Q2 		$12.3M Buy
32,522
+3,702
+13% +$1.52M 2.65% 3
2022
Q1 		$13M Buy
28,820
+351
+1% +$156K 2.54% 3
2021
Q4 		$13.5M Buy
28,469
+1,611
+6% +$740K 2.56% 2
2021
Q3 		$11.5M Sell
26,858
-1,314
-5% -$580K 3.38% 2
2021
Q2 		$12.1M Sell
28,172
-151
-0.5% -$63K 3.93% 2
2021
Q1 		$11.2M Sell
28,323
-607
-2% -$234K 4.48% 2
2020
Q4 		$10.8M Buy
28,930
+27,091
+1,473% +$9.61M 4.54% 2
2020
Q3 		$616K Sell
1,839
-1,172
-39% -$388K 0.31% 78
2020
Q2 		$928K Sell
3,011
-3,127
-51% -$915K 0.48% 63
2020
Q1 		$1.98M Hold
6,138
– – 1.03% 22
2019
Q4 		$1.98M Buy
6,138
+2,328
+61% +$717K 1.03% 22
2019
Q3 		$4.67K Sell
3,810
-8,422
-69% -$2.49M 0.02% 182
2019
Q2 		$3.58M Sell
12,232
-2,425
-17% -$698K 1.73% 12
2019
Q1 		$4.19M Sell
14,657
-1,883
-11% -$512K 1.92% 9
2018
Q4 		$4.55M Buy
16,540
+13,592
+461% +$3.67M 2.3% 7
2018
Q3 		$857K Sell
2,948
-804
-21% -$229K 0.46% 76
2018
Q2 		$1.02M Sell
3,752
-7,207
-66% -$1.95M 0.59% 51
2018
Q1 		$2.88M Buy
10,959
+10,164
+1,278% +$2.77M 1.49% 8
2017
Q4 		$206K Buy
+795
New +$207K 0.11% 145

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 Partners's SPY Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.15% in Q1 2026, selling an estimated $21.1K and leaving 20,908 shares worth $13.6M. The position accounts for 0.94% of the portfolio, ranked #26.

Strategic Wealth Partners first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $15.9M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Strategic Wealth Partners held 20,908 shares of State Street SPDR S&P 500 ETF Trust worth $13.6M as of Q1 2026.
  • Strategic Wealth Partners sold 31 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $21.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.94% of Strategic Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 33 quarters since.
  • Strategic Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $15.9M in Q4 2024.
  • 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 Partners's 13F filing for Q1 2026, filed 12 May 2026.