Sweeney & Michel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sweeney & Michel’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	$395K	Buy	576 +15	+3%	+$10.2K	0.12%	103
2025 Q4	$388K	Sell	561 -8	-1%	-$5.41K	0.11%	101
2025 Q3	$371K	Buy	569 +38	+7%	+$24.4K	0.12%	100
2025 Q2	$331K	Buy	531 +4	+0.8%	+$2.29K	0.12%	104
2025 Q1	$262K	Buy	+527	New	+$310K	0.11%	103
2024 Q3	$260K	Buy	444 +22	+5%	+$12.2K	0.1%	106
2024 Q2	$234K	Buy	422 +25	+6%	+$13.1K	0.1%	103
2024 Q1	$208K	Buy	+397	New	+$198K	0.09%	107

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

Sweeney & Michel's SPY Position: Q1 2026 in Review

Sweeney & Michel increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, buying an estimated $10.2K and bringing the position to 576 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #103.

Sweeney & Michel first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Sweeney & Michel held 576 shares of State Street SPDR S&P 500 ETF Trust worth $395K as of Q1 2026.
Sweeney & Michel bought 15 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Sweeney & Michel's portfolio in Q1 2026, its #103 holding.
Sweeney & Michel first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.