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

Traction Financial 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	$18.4M	Buy	28,366 +742	+3%	+$504K	11.36%	1
2025 Q4	$18.8M	Buy	27,624 +1,635	+6%	+$1.11M	11.16%	2
2025 Q3	$17.3M	Buy	25,989 +3,316	+15%	+$2.13M	10.68%	2
2025 Q2	$14M	Buy	22,673 +1,143	+5%	+$653K	9.5%	3
2025 Q1	$12M	Buy	21,530 +1,710	+9%	+$1.01M	9.4%	3
2024 Q4	$11.6M	Sell	19,820 -661	-3%	-$389K	9.03%	4
2024 Q3	$11.8M	Sell	20,481 -7	-0%	-$3.87K	9.22%	4
2024 Q2	$11.3M	Buy	20,488 +1,787	+10%	+$935K	8.25%	5
2024 Q1	$9.74M	Buy	18,701 +3,620	+24%	+$1.8M	7.6%	6
2023 Q4	$7.17M	Buy	+15,081	New	+$6.72M	4.81%	7

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

Traction Financial Partners's SPY Position: Q1 2026 in Review

Traction Financial Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, buying an estimated $504K and bringing the position to 28,366 shares worth $18.4M. The position accounts for 11.36% of the portfolio, ranked #1.

Traction Financial Partners first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Traction Financial Partners held 28,366 shares of State Street SPDR S&P 500 ETF Trust worth $18.4M as of Q1 2026.
Traction Financial Partners bought 742 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $504K.
State Street SPDR S&P 500 ETF Trust made up 11.36% of Traction Financial Partners's portfolio in Q1 2026, its #1 holding.
Traction Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $18.8M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.