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

Tradition Wealth Management’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	$5.12M	Buy	7,867 +1,115	+17%	+$758K	0.36%	64
2025 Q4	$4.6M	Buy	6,752 +714	+12%	+$483K	0.33%	74
2025 Q3	$4.02M	Sell	6,038 -36	-0.6%	-$23.1K	0.3%	80
2025 Q2	$3.75M	Sell	6,074 -172	-3%	-$98.3K	0.3%	78
2025 Q1	$3.49M	Buy	6,246 +653	+12%	+$384K	0.31%	75
2024 Q4	$3.28M	Buy	5,593 +979	+21%	+$577K	0.29%	78
2024 Q3	$2.65M	Sell	4,614 -146	-3%	-$80.7K	0.24%	88
2024 Q2	$2.59M	Buy	4,760 +745	+19%	+$390K	0.25%	84
2024 Q1	$2.1M	Buy	4,015 +502	+14%	+$250K	0.21%	93
2023 Q4	$1.67M	Buy	3,513 +64	+2%	+$28.5K	0.17%	105
2023 Q3	$1.47M	Buy	3,449 +328	+11%	+$146K	0.18%	101
2023 Q2	$1.38M	Sell	3,121 -539	-15%	-$226K	0.16%	106
2023 Q1	$1.5M	Buy	3,660 +338	+10%	+$135K	0.19%	96
2022 Q4	$1.27M	Sell	3,322 -35	-1%	-$13.5K	0.18%	94
2022 Q3	$1.2M	Buy	3,357 +178	+6%	+$70.7K	0.18%	94
2022 Q2	$1.2M	Sell	3,179 -2,005	-39%	-$821K	0.17%	100
2022 Q1	$2.34M	Sell	5,184 -285	-5%	-$127K	0.3%	75
2021 Q4	$2.6M	Sell	5,469 -190	-3%	-$87.2K	0.33%	75
2021 Q3	$2.43M	Buy	5,659 +317	+6%	+$140K	0.35%	73
2021 Q2	$2.29M	Sell	5,342 -82	-2%	-$34.2K	0.34%	77
2021 Q1	$2.15M	Buy	5,424 +549	+11%	+$212K	0.37%	71
2020 Q4	$1.82M	Buy	+4,875	New	+$1.73M	0.35%	69

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

Tradition Wealth Management's SPY Position: Q1 2026 in Review

Tradition Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $758K and bringing the position to 7,867 shares worth $5.12M. The position accounts for 0.36% of the portfolio, ranked #64.

Tradition Wealth Management first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tradition Wealth Management held 7,867 shares of State Street SPDR S&P 500 ETF Trust worth $5.12M as of Q1 2026.
Tradition Wealth Management bought 1,115 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $758K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Tradition Wealth Management's portfolio in Q1 2026, its #64 holding.
Tradition Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.