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

Transform Wealth’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
2023 Q3	–	Hold	0	–	-$975K	–	275
2023 Q2	–	Hold	0	–	–	–	137

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Transform Wealth's SPY Position: Q1 2025 in Review

Transform Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 67% in Q1 2025, selling an estimated $22.4M and leaving 18,605 shares worth $10.4M. The position accounts for 0.63% of the portfolio, ranked #52.

Transform Wealth first reported a position in SPY in Q2 2016 and has held it in 35 quarters since. The position peaked at $41.8M in Q3 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Transform Wealth held 18,605 shares of State Street SPDR S&P 500 ETF Trust worth $10.4M as of Q1 2025.
Transform Wealth sold 38,176 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $22.4M.
State Street SPDR S&P 500 ETF Trust made up 0.63% of Transform Wealth's portfolio in Q1 2025, its #52 holding.
Transform Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 35 quarters since.
Transform Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $41.8M in Q3 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.