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

Tandem 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
2026 Q1	$15.1M	Sell	23,199 -46,711	-67%	-$31.8M	6.73%	7
2025 Q4	$17.4M	Buy	69,910 +44,280	+173%	+$29.9M	7.81%	4
2025 Q3	$17.1M	Sell	25,630 -1,608	-6%	-$1.03M	8.12%	4
2025 Q2	$16.8M	Buy	27,238 +4,187	+18%	+$2.39M	8.32%	4
2025 Q1	$12.9M	Sell	23,051 -576	-2%	-$339K	6.74%	6
2024 Q4	$13.8M	Buy	23,627 +3,259	+16%	+$1.92M	7.07%	5
2024 Q3	$11.7M	Sell	20,368 -211	-1%	-$117K	5.92%	7
2024 Q2	$11.2M	Sell	20,579 -48	-0.2%	-$25.1K	6%	6
2024 Q1	$10.7M	Sell	20,627 -135	-0.7%	-$67.2K	5.89%	7
2023 Q4	$9.87M	Sell	20,762 -1,142	-5%	-$509K	5.69%	6
2023 Q3	$9.36M	Buy	21,904 +366	+2%	+$163K	5.72%	6
2023 Q2	$9.54M	Sell	21,538 -331	-2%	-$139K	5.77%	6
2023 Q1	$8.95M	Buy	21,869 +707	+3%	+$282K	5.57%	7
2022 Q4	$8.09M	Buy	+21,162	New	+$8.13M	5.14%	8

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

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

Tandem Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 67% in Q1 2026, selling an estimated $31.8M and leaving 23,199 shares worth $15.1M. The position accounts for 6.73% of the portfolio, ranked #7.

Tandem Wealth Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tandem Wealth Advisors held 23,199 shares of State Street SPDR S&P 500 ETF Trust worth $15.1M as of Q1 2026.
Tandem Wealth Advisors sold 46,711 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $31.8M.
State Street SPDR S&P 500 ETF Trust made up 6.73% of Tandem Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Tandem Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $17.4M in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.