Truepoint Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Truepoint Inc’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	$7.66M	Sell	11,774 -10	-0.1%	-$6.8K	0.17%	33
2025 Q4	$8.04M	Buy	11,784 +315	+3%	+$213K	0.18%	32
2025 Q3	$7.64M	Sell	11,469 -76	-0.7%	-$48.7K	0.18%	31
2025 Q2	$7.13M	Sell	11,545 -25	-0.2%	-$14.3K	0.18%	31
2025 Q1	$6.47M	Sell	11,570 -447	-4%	-$263K	0.18%	28
2024 Q4	$7.04M	Buy	12,017 +58	+0.5%	+$34.2K	0.19%	28
2024 Q3	$6.86M	Buy	11,959 +1,754	+17%	+$970K	0.18%	28
2024 Q2	$5.55M	Buy	10,205 +332	+3%	+$174K	0.16%	30
2024 Q1	$5.16M	Buy	9,873 +1,870	+23%	+$931K	0.15%	31
2023 Q4	$3.8M	Sell	8,003 -3,430	-30%	-$1.53M	0.11%	39
2023 Q3	$4.89M	Buy	11,433 +3,771	+49%	+$1.68M	0.16%	38
2023 Q2	$3.4M	Sell	7,662 -318	-4%	-$133K	0.11%	38
2023 Q1	$3.27M	Sell	7,980 -767	-9%	-$306K	0.11%	37
2022 Q4	$3.35M	Sell	8,747 -1,610	-16%	-$619K	0.12%	38
2022 Q3	$3.7M	Hold	10,357	–	–	0.19%	33
2022 Q2	$3.91M	Hold	10,357	–	–	0.2%	30
2022 Q1	$4.68M	Hold	10,357	–	–	0.22%	28
2021 Q4	$4.92M	Sell	10,357 -82	-0.8%	-$37.6K	0.23%	23
2021 Q3	$4.48M	Hold	10,439	–	–	0.23%	22
2021 Q2	$4.47M	Buy	10,439 +460	+5%	+$192K	0.25%	22
2021 Q1	$3.96M	Sell	9,979 -142	-1%	-$54.8K	0.25%	21
2020 Q4	$3.78M	Sell	10,121 -233	-2%	-$82.7K	0.25%	20
2020 Q3	$3.47M	Buy	10,354 +224	+2%	+$74.2K	0.27%	22
2020 Q2	$3.12M	Sell	10,130 -2,742	-21%	-$803K	0.25%	23
2020 Q1	$3.32M	Buy	12,872 +1,427	+12%	+$435K	0.3%	21
2019 Q4	$3.68M	Sell	11,445 -983	-8%	-$303K	0.28%	20
2019 Q3	$3.69M	Sell	12,428 -326	-3%	-$96.3K	0.32%	18
2019 Q2	$3.74M	Sell	12,754 -1,326	-9%	-$382K	0.3%	21
2019 Q1	$3.98M	Buy	14,080 +1,717	+14%	+$466K	0.34%	18
2018 Q4	$3.09M	Sell	12,363 -1,770	-13%	-$477K	0.3%	22
2018 Q3	$4.11M	Buy	14,133 +838	+6%	+$239K	0.35%	14
2018 Q2	$3.61M	Buy	13,295 +9,793	+280%	+$2.64M	0.32%	16
2018 Q1	$13.3K	Sell	3,502 -17,942	-84%	-$4.9M	0.1%	38
2017 Q4	$5.72M	Sell	21,444 -264	-1%	-$68.7K	0.54%	10
2017 Q3	$5.45M	Hold	21,708	–	–	0.53%	10
2017 Q2	$5.37M	Buy	21,708 +1,630	+8%	+$391K	0.54%	10
2017 Q1	$4.73M	Sell	20,078 -135	-0.7%	-$31.4K	0.51%	11
2016 Q4	$4.63M	Buy	20,213 +14,465	+252%	+$3.16M	0.52%	10
2016 Q3	$1.24M	Buy	5,748 +1,891	+49%	+$409K	0.15%	21
2016 Q2	$808K	Sell	3,857 -17	-0.4%	-$3.53K	0.1%	30
2016 Q1	$796K	Buy	3,874 +1,122	+41%	+$219K	0.11%	30
2015 Q4	$561K	Buy	2,752 +108	+4%	+$22.2K	0.08%	31
2015 Q3	$507K	Sell	2,644 -9	-0.3%	-$1.83K	0.08%	31
2015 Q2	$546K	Buy	2,653 +35	+1%	+$7.36K	0.08%	18
2015 Q1	$540K	Sell	2,618 -465	-15%	-$96K	0.08%	18
2014 Q4	$634K	Buy	3,083 +386	+14%	+$77.6K	0.1%	18
2014 Q3	$531K	Buy	+2,697	New	+$533K	0.09%	19

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

Truepoint Inc's SPY Position: Q1 2026 in Review

Truepoint Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.08% in Q1 2026, selling an estimated $6.8K and leaving 11,774 shares worth $7.66M. The position accounts for 0.17% of the portfolio, ranked #33.

Truepoint Inc first reported a position in SPY in Q3 2014 and has held it in 47 quarters since. The position peaked at $8.04M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Truepoint Inc held 11,774 shares of State Street SPDR S&P 500 ETF Trust worth $7.66M as of Q1 2026.
Truepoint Inc sold 10 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.8K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of Truepoint Inc's portfolio in Q1 2026, its #33 holding.
Truepoint Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2014 and has held it in 47 quarters since.
Truepoint Inc's State Street SPDR S&P 500 ETF Trust position peaked at $8.04M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.