Surience Private Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Surience Private Wealth's SPY Position: Q1 2026 in Review
Surience Private Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $791K and bringing the position to 12,210 shares worth $7.94M. The position accounts for 8.52% of the portfolio, ranked #2.
Surience Private Wealth first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $16.3M in Q2 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Surience Private Wealth held 12,210 shares of State Street SPDR S&P 500 ETF Trust worth $7.94M as of Q1 2026.
- Surience Private Wealth bought 1,163 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $791K.
- State Street SPDR S&P 500 ETF Trust made up 8.52% of Surience Private Wealth's portfolio in Q1 2026, its #2 holding.
- Surience Private Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
- Surience Private Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $16.3M in Q2 2022.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.