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

TSG Advice 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	$40.5M	Sell	62,301 -50,597	-45%	-$34.4M	6.07%	4
2025 Q4	$77M	Buy	+112,898	New	+$76.3M	11.75%	2

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

TSG Advice Partners's SPY Position: Q1 2026 in Review

TSG Advice Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 45% in Q1 2026, selling an estimated $34.4M and leaving 62,301 shares worth $40.5M. The position accounts for 6.07% of the portfolio, ranked #4.

TSG Advice Partners first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. The position peaked at $77M in Q4 2025. 4,580 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

TSG Advice Partners held 62,301 shares of State Street SPDR S&P 500 ETF Trust worth $40.5M as of Q1 2026.
TSG Advice Partners sold 50,597 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34.4M.
State Street SPDR S&P 500 ETF Trust made up 6.07% of TSG Advice Partners's portfolio in Q1 2026, its #4 holding.
TSG Advice Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
TSG Advice Partners's State Street SPDR S&P 500 ETF Trust position peaked at $77M in Q4 2025.
4,580 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.