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

Tred Avon Family 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
2026 Q1	$2.16M	Buy	3,317 +3	+0.1%	+$2.04K	0.72%	27
2025 Q4	$2.26M	Buy	3,314 +34	+1%	+$23K	0.74%	29
2025 Q3	$2.19M	Buy	+3,280	New	+$2.1M	0.75%	28

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

Tred Avon Family Wealth's SPY Position: Q1 2026 in Review

Tred Avon Family Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q1 2026, buying an estimated $2.04K and bringing the position to 3,317 shares worth $2.16M. The position accounts for 0.72% of the portfolio, ranked #27.

Tred Avon Family Wealth first reported a position in SPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2025. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Tred Avon Family Wealth held 3,317 shares of State Street SPDR S&P 500 ETF Trust worth $2.16M as of Q1 2026.
Tred Avon Family Wealth bought 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.04K.
State Street SPDR S&P 500 ETF Trust made up 0.72% of Tred Avon Family Wealth's portfolio in Q1 2026, its #27 holding.
Tred Avon Family Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 3 quarters since.
Tred Avon Family Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $2.26M in Q4 2025.
4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.