Ted Buchan & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ted Buchan & Co’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	$994K	Buy	1,528 +105	+7%	+$71.4K	0.36%	52
2025 Q4	$971K	Buy	1,423 +394	+38%	+$266K	0.36%	55
2025 Q3	$686K	Sell	1,029 -381	-27%	-$244K	0.27%	58
2025 Q2	$871K	Buy	1,410 +81	+6%	+$46.3K	0.35%	57
2025 Q1	$744K	Sell	1,329 -217	-14%	-$128K	0.35%	54
2024 Q4	$907K	Buy	1,546 +71	+5%	+$41.8K	0.43%	48
2024 Q3	$847K	Sell	1,475 -122	-8%	-$67.5K	0.4%	49
2024 Q2	$870K	Buy	1,597 +149	+10%	+$78K	0.47%	41
2024 Q1	$758K	Buy	1,448 +933	+181%	+$464K	0.47%	42
2023 Q4	$245K	Hold	515	–	–	0.18%	75
2023 Q3	$220K	Hold	515	–	–	0.18%	74
2023 Q2	$229K	Hold	515	–	–	0.18%	75
2023 Q1	$211K	Buy	+515	New	+$205K	0.18%	79

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

Ted Buchan & Co's SPY Position: Q1 2026 in Review

Ted Buchan & Co increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.4% in Q1 2026, buying an estimated $71.4K and bringing the position to 1,528 shares worth $994K. The position accounts for 0.36% of the portfolio, ranked #52.

Ted Buchan & Co first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Ted Buchan & Co held 1,528 shares of State Street SPDR S&P 500 ETF Trust worth $994K as of Q1 2026.
Ted Buchan & Co bought 105 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $71.4K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Ted Buchan & Co's portfolio in Q1 2026, its #52 holding.
Ted Buchan & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.