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True Link Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

True Link Financial Advisors’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 		$836K Sell
1,285
-48
-4% -$32.6K 0.05% 33
2025
Q4 		$909K Buy
1,333
+219
+20% +$148K 0.06% 41
2025
Q3 		$742K Buy
1,114
+125
+13% +$80.1K 0.05% 40
2025
Q2 		$611K Sell
989
-386
-28% -$221K 0.04% 46
2025
Q1 		$769K Sell
1,375
-1,090
-44% -$641K 0.06% 39
2024
Q4 		$1.44M Buy
2,465
+357
+17% +$210K 0.12% 21
2024
Q3 		$1.21M Buy
2,108
+46
+2% +$25.4K 0.1% 24
2024
Q2 		$1.12M Sell
2,062
-153
-7% -$80.1K 0.1% 25
2024
Q1 		$1.16M Sell
2,215
-136
-6% -$67.7K 0.11% 26
2023
Q4 		$1.12M Buy
2,351
+46
+2% +$20.5K 0.12% 24
2023
Q3 		$985K Sell
2,305
-5
-0.2% -$2.22K 0.12% 50
2023
Q2 		$1.02M Buy
2,310
+143
+7% +$60K 0.12% 49
2023
Q1 		$887K Buy
2,167
+811
+60% +$324K 0.11% 62
2022
Q4 		$519K Hold
1,356
– – 0.07% 73
2022
Q3 		$484K Buy
1,356
+15
+1% +$5.96K 0.07% 85
2022
Q2 		$506K Sell
1,341
-494
-27% -$202K 0.08% 82
2022
Q1 		$829K Buy
+1,835
New +$817K 0.12% 71
2021
Q2 		– Sell
-374
Closed -$18K – 743
2021
Q1 		$18K Buy
374
+169
+82% +$65.2K ﹤0.01% 579
2020
Q4 		$8K Buy
+205
New +$72.7K ﹤0.01% 643

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

True Link Financial Advisors's SPY Position: Q1 2026 in Review

True Link Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q1 2026, selling an estimated $32.6K and leaving 1,285 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #33.

True Link Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • True Link Financial Advisors held 1,285 shares of State Street SPDR S&P 500 ETF Trust worth $836K as of Q1 2026.
  • True Link Financial Advisors sold 48 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $32.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.05% of True Link Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • True Link Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 19 quarters since.
  • True Link Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.44M in Q4 2024.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.