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

Strategies Wealth 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
2025 Q2	–	Hold	0	–	-$224K	–	192
2025 Q1	–	Sell	-400	Closed	-$235K	–	159
2024 Q4	$242K	Buy	+400	New	+$236K	0.03%	113
2024 Q3	–	Hold	0	–	–	–	67

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

Strategies Wealth Advisors's SPY Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.5% in Q1 2026, selling an estimated $95.2K and leaving 1,737 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #61.

Strategies Wealth Advisors first reported a position in SPY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Strategies Wealth Advisors held 1,737 shares of State Street SPDR S&P 500 ETF Trust worth $1.13M as of Q1 2026.
Strategies Wealth Advisors sold 140 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $95.2K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Strategies Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Strategies Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 8 quarters since.
Strategies Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.72M in Q2 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.