Twin Peaks Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Twin Peaks Wealth Advisors's SPY Position: Q1 2026 in Review
Twin Peaks Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q1 2026, selling an estimated $12.2K and leaving 8,187 shares worth $5.32M. The position accounts for 1.34% of the portfolio, ranked #19.
Twin Peaks Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.69M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Twin Peaks Wealth Advisors held 8,187 shares of State Street SPDR S&P 500 ETF Trust worth $5.32M as of Q1 2026.
- Twin Peaks Wealth Advisors sold 18 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $12.2K.
- State Street SPDR S&P 500 ETF Trust made up 1.34% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #19 holding.
- Twin Peaks Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Twin Peaks Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.69M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.