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

Tranquilli Financial Advisor’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	$3.55M	Buy	5,466 +490	+10%	+$333K	2.08%	15
2025 Q4	$3.39M	Sell	4,976 -23	-0.5%	-$15.5K	1.97%	16
2025 Q3	$3.33M	Buy	4,999 +407	+9%	+$261K	1.97%	18
2025 Q2	$2.84M	Buy	4,592 +1,986	+76%	+$1.14M	1.76%	19
2025 Q1	$1.46M	Sell	2,606 -197	-7%	-$116K	0.92%	31
2024 Q4	$1.64M	Buy	2,803 +425	+18%	+$250K	1.04%	25
2024 Q3	$1.36M	Buy	2,378 +330	+16%	+$182K	0.86%	37
2024 Q2	$1.12M	Buy	2,048 +160	+8%	+$83.7K	0.75%	37
2024 Q1	$988K	Buy	1,888 +1,171	+163%	+$583K	0.66%	42
2023 Q4	$341K	Buy	717 +4	+0.6%	+$1.78K	0.24%	76
2023 Q3	$305K	Buy	+713	New	+$317K	0.22%	74

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

Tranquilli Financial Advisor's SPY Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.8% in Q1 2026, buying an estimated $333K and bringing the position to 5,466 shares worth $3.55M. The position accounts for 2.08% of the portfolio, ranked #15.

Tranquilli Financial Advisor first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tranquilli Financial Advisor held 5,466 shares of State Street SPDR S&P 500 ETF Trust worth $3.55M as of Q1 2026.
Tranquilli Financial Advisor bought 490 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $333K.
State Street SPDR S&P 500 ETF Trust made up 2.08% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #15 holding.
Tranquilli Financial Advisor first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 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 Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.