Tepp RIA’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
$3.28M Buy
5,039
+4,143
+462% +$2.82M 2.57% 10
2025
Q4
$611K Sell
896
-17
-2% -$11.5K 0.61% 20
2025
Q3
$608K Sell
913
-146
-14% -$93.6K 0.69% 20
2025
Q2
$654K Buy
1,059
+127
+14% +$72.6K 0.84% 12
2025
Q1
$521K Buy
932
+2
+0.2% +$1.18K 0.71% 12
2024
Q4
$545K Buy
+930
New +$548K 0.81% 13

Other funds holding SPY

Tepp RIA's SPY Position: Q1 2026 in Review

Tepp RIA increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 462% in Q1 2026, buying an estimated $2.82M and bringing the position to 5,039 shares worth $3.28M. The position accounts for 2.57% of the portfolio, ranked #10.

Tepp RIA first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Tepp RIA held 5,039 shares of State Street SPDR S&P 500 ETF Trust worth $3.28M as of Q1 2026.
  • Tepp RIA bought 4,143 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.82M.
  • State Street SPDR S&P 500 ETF Trust made up 2.57% of Tepp RIA's portfolio in Q1 2026, its #10 holding.
  • Tepp RIA first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.