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

Tilia Fiduciary 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	$597K	Buy	918 +320	+54%	+$218K	0.33%	71
2025 Q4	$408K	Sell	598 -3	-0.5%	-$2.03K	0.23%	84
2025 Q3	$400K	Sell	601 -143	-19%	-$91.7K	0.23%	83
2025 Q2	$459K	Buy	744 +9	+1%	+$5.14K	0.28%	77
2025 Q1	$411K	Buy	735 +101	+16%	+$59.4K	0.27%	80
2024 Q4	$371K	Buy	634 +41	+7%	+$24.2K	0.25%	84
2024 Q3	$340K	Buy	+593	New	+$328K	0.24%	87
2023 Q3	–	Sell	-273	Closed	-$121K	–	433
2023 Q2	$121K	Buy	273 +19	+7%	+$7.97K	0.11%	120
2023 Q1	$104K	Sell	254 -38	-13%	-$15.2K	0.1%	133
2022 Q4	$112K	Sell	292 -3	-1%	-$1.15K	0.11%	131
2022 Q3	$106K	Buy	295 +2	+0.7%	+$794	0.11%	132
2022 Q2	$112K	Sell	293 -12	-4%	-$4.92K	0.11%	131
2022 Q1	$138K	Buy	305 +8	+3%	+$3.56K	0.12%	127
2021 Q4	$141K	Buy	+297	New	+$136K	0.11%	129

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

Tilia Fiduciary Partners's SPY Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 54% in Q1 2026, buying an estimated $218K and bringing the position to 918 shares worth $597K. The position accounts for 0.33% of the portfolio, ranked #71.

Tilia Fiduciary Partners first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tilia Fiduciary Partners held 918 shares of State Street SPDR S&P 500 ETF Trust worth $597K as of Q1 2026.
Tilia Fiduciary Partners bought 320 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $218K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #71 holding.
Tilia Fiduciary Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.