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

TFO Wealth Partners’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 		$12.9M Buy
19,770
+139
+0.7% +$94.5K 1.75% 8
2025
Q4 		$13.4M Buy
19,631
+48
+0.2% +$32.4K 2% 7
2025
Q3 		$13M Buy
19,583
+122
+0.6% +$78.2K 2.13% 6
2025
Q2 		$12M Buy
19,461
+70
+0.4% +$40K 2.12% 6
2025
Q1 		$10.8M Buy
19,391
+659
+4% +$387K 2.15% 6
2024
Q4 		$11M Hold
18,732
– – 5.21% 4
2024
Q3 		$10.7M Hold
18,732
– – 1.97% 7
2024
Q2 		$10.2M Hold
18,732
– – 1.99% 6
2024
Q1 		$9.8M Sell
18,732
-260
-1% -$129K 1.9% 7
2023
Q4 		$9.03M Buy
18,992
+558
+3% +$249K 1.84% 7
2023
Q3 		$8.17M Buy
18,434
+455
+3% +$202K 1.71% 7
2023
Q2 		$7.97M Hold
17,979
– – 1.68% 7
2023
Q1 		$7.36M Buy
17,979
+17,844
+13,218% +$7.12M 1.61% 7
2022
Q4 		$4.7K Sell
135
-24,212
-99% -$9.31M ﹤0.01% 175
2022
Q3 		$8.7M Hold
24,347
– – 2.17% 6
2022
Q2 		$9.19M Buy
24,347
+1,553
+7% +$636K 2.07% 6
2022
Q1 		$10.3M Hold
22,794
– – 2.04% 7
2021
Q4 		$10.6M Sell
22,794
-1,708
-7% -$784K 2.04% 7
2021
Q3 		$10.5M Sell
24,502
-241
-1% -$106K 2.08% 6
2021
Q2 		$10.6M Buy
24,743
+311
+1% +$130K 2.09% 6
2021
Q1 		$9.68M Sell
24,432
-34
-0.1% -$13.1K 2.91% 4
2020
Q4 		$9.15M Buy
24,466
+22,401
+1,085% +$7.95M 2.91% 3
2020
Q3 		$691K Sell
2,065
-274
-12% -$90.8K 0.27% 16
2020
Q2 		$721K Sell
2,339
-679
-22% -$199K 0.28% 16
2020
Q1 		$777K Hold
3,018
– – 0.33% 15
2019
Q4 		$971K Buy
+3,018
New +$929K 0.89% 12

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFO Wealth Partners's SPY Position: Q1 2026 in Review

TFO Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.71% in Q1 2026, buying an estimated $94.5K and bringing the position to 19,770 shares worth $12.9M. The position accounts for 1.75% of the portfolio, ranked #8.

TFO Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • TFO Wealth Partners held 19,770 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q1 2026.
  • TFO Wealth Partners bought 139 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $94.5K.
  • State Street SPDR S&P 500 ETF Trust made up 1.75% of TFO Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • TFO Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • TFO Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $13.4M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.