Tandem Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
0
77
2025
Q2
Hold
0
-$224K 55
2025
Q1
Hold
0
47

Other funds holding SPY

Tandem Financial's SPY Position: Q1 2026 in Review

Tandem Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 119% in Q1 2026, buying an estimated $6.45M and bringing the position to 17,460 shares worth $11.4M. The position accounts for 3.62% of the portfolio, ranked #8.

Tandem Financial first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Tandem Financial held 17,460 shares of State Street SPDR S&P 500 ETF Trust worth $11.4M as of Q1 2026.
  • Tandem Financial bought 9,485 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.45M.
  • State Street SPDR S&P 500 ETF Trust made up 3.62% of Tandem Financial's portfolio in Q1 2026, its #8 holding.
  • Tandem Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.