Three Bridge Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Three Bridge Wealth Advisors's SPY Position: Q1 2026 in Review
Three Bridge Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, selling an estimated $283K and leaving 41,347 shares worth $27M. The position accounts for 7.4% of the portfolio, ranked #3.
Three Bridge Wealth Advisors first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.6M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Three Bridge Wealth Advisors held 41,347 shares of State Street SPDR S&P 500 ETF Trust worth $27M as of Q1 2026.
- Three Bridge Wealth Advisors sold 416 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $283K.
- State Street SPDR S&P 500 ETF Trust made up 7.4% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #3 holding.
- Three Bridge Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
- Three Bridge Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $28.6M 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 Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.