Trask Adam Roland’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Trask Adam Roland’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	$51.4K	Buy	+79	New	+$53.7K	0.05%	104

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trask Adam Roland's SPY Position: Q1 2026 in Review

Trask Adam Roland opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 79 shares worth $51.4K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings.

4,578 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Trask Adam Roland held 79 shares of State Street SPDR S&P 500 ETF Trust worth $51.4K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Trask Adam Roland position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Trask Adam Roland's portfolio in Q1 2026, its #104 holding.
4,578 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.