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

Triune Financial Partners’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	$790K	Hold	1,214	–	–	0.19%	20
2025 Q4	$840K	Buy	1,214 +7	+0.6%	+$4.73K	0.2%	20
2025 Q3	$804K	Buy	1,207 +3	+0.2%	+$1.92K	0.2%	18
2025 Q2	$744K	Buy	1,204 +305	+34%	+$174K	0.2%	17
2025 Q1	$503K	Buy	899 +3	+0.3%	+$1.76K	0.16%	18
2024 Q4	$525K	Buy	896 +3	+0.3%	+$1.77K	0.17%	16
2024 Q3	$513K	Buy	893 +3	+0.3%	+$1.66K	0.16%	16
2024 Q2	$485K	Buy	890 +2	+0.2%	+$1.05K	0.17%	17
2024 Q1	$464K	Buy	888 +70	+9%	+$34.9K	0.16%	19
2023 Q4	$389K	Buy	818 +3	+0.4%	+$1.34K	0.14%	19
2023 Q3	$349K	Buy	815 +3	+0.4%	+$1.33K	0.14%	20
2023 Q2	$360K	Buy	812 +3	+0.4%	+$1.26K	0.15%	21
2023 Q1	$331K	Buy	809 +3	+0.4%	+$1.2K	0.15%	18
2022 Q4	$308K	Buy	806 +3	+0.4%	+$1.15K	0.15%	18
2022 Q3	$287K	Sell	803 -41	-5%	-$16.3K	0.16%	15
2022 Q2	$318K	Buy	844 +47	+6%	+$19.3K	0.17%	13
2022 Q1	$360K	Buy	797 +1	+0.1%	+$445	0.19%	12
2021 Q4	$378K	Buy	+796	New	+$365K	0.19%	13
2021 Q2	$338K	Buy	+789	New	+$329K	0.28%	12

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

Triune Financial Partners's SPY Position: Q1 2026 in Review

Triune Financial Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,214 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #20.

Triune Financial Partners first reported a position in SPY in Q2 2021 and has held it in 19 quarters since. The position peaked at $840K in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Triune Financial Partners held 1,214 shares of State Street SPDR S&P 500 ETF Trust worth $790K as of Q1 2026.
Triune Financial Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Triune Financial Partners's portfolio in Q1 2026, its #20 holding.
Triune Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 19 quarters since.
Triune Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $840K in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.