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

TruWealth 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	$5.27M	Sell	8,107 -77	-0.9%	-$52.4K	0.25%	65
2025 Q4	$5.58M	Buy	8,184 +36	+0.4%	+$24.3K	0.27%	61
2025 Q3	$5.43M	Buy	8,148 +237	+3%	+$152K	0.27%	59
2025 Q2	$4.89M	Buy	7,911 +81	+1%	+$46.3K	0.27%	61
2025 Q1	$4.38M	Sell	7,830 -55	-0.7%	-$32.3K	0.26%	56
2024 Q4	$4.62M	Sell	7,885 -44	-0.6%	-$25.9K	0.28%	55
2024 Q3	$4.55M	Sell	7,929 -230	-3%	-$127K	0.28%	55
2024 Q2	$4.44M	Sell	8,159 -7	-0.1%	-$3.66K	0.3%	54
2024 Q1	$4.27M	Sell	8,166 -31	-0.4%	-$15.4K	0.3%	53
2023 Q4	$3.9M	Sell	8,197 -31	-0.4%	-$13.8K	0.3%	49
2023 Q3	$3.52M	Buy	8,228 +46	+0.6%	+$20.5K	0.3%	53
2023 Q2	$3.63M	Sell	8,182 -187	-2%	-$78.5K	0.31%	54
2023 Q1	$3.43M	Buy	8,369 +27	+0.3%	+$10.8K	0.31%	56
2022 Q4	$3.19M	Sell	8,342 -37	-0.4%	-$14.2K	0.31%	59
2022 Q3	$2.99M	Buy	8,379 +213	+3%	+$84.6K	0.32%	53
2022 Q2	$3.08M	Buy	8,166 +136	+2%	+$55.7K	0.33%	48
2022 Q1	$3.63M	Buy	8,030 +101	+1%	+$45K	0.38%	45
2021 Q4	$3.77M	Sell	7,929 -288	-4%	-$132K	0.38%	44
2021 Q3	$3.53M	Sell	8,217 -62	-0.7%	-$27.3K	0.39%	41
2021 Q2	$3.54M	Sell	8,279 -91	-1%	-$38K	0.42%	39
2021 Q1	$3.32M	Sell	8,370 -286	-3%	-$110K	0.45%	36
2020 Q4	$3.24M	Buy	+8,656	New	+$3.07M	0.48%	36

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

TruWealth Advisors's SPY Position: Q1 2026 in Review

TruWealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.94% in Q1 2026, selling an estimated $52.4K and leaving 8,107 shares worth $5.27M. The position accounts for 0.25% of the portfolio, ranked #65.

TruWealth Advisors first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.58M in Q4 2025. 4,583 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

TruWealth Advisors held 8,107 shares of State Street SPDR S&P 500 ETF Trust worth $5.27M as of Q1 2026.
TruWealth Advisors sold 77 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $52.4K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of TruWealth Advisors's portfolio in Q1 2026, its #65 holding.
TruWealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.58M in Q4 2025.
4,583 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.