United Advisor Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

United Advisor Group’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	$2.46M	Buy	3,785 +367	+11%	+$250K	0.3%	89
2025 Q4	$2.33M	Sell	3,418 -140	-4%	-$94.6K	0.29%	85
2025 Q3	$2.37M	Buy	3,558 +881	+33%	+$565K	0.32%	77
2025 Q2	$1.65M	Sell	2,677 -1,164	-30%	-$665K	0.29%	93
2025 Q1	$2.15M	Buy	3,841 +181	+5%	+$106K	0.44%	61
2024 Q4	$2.14M	Sell	3,660 -45	-1%	-$26.5K	0.42%	61
2024 Q3	$2.13M	Buy	3,705 +555	+18%	+$307K	0.48%	56
2024 Q2	$1.71M	Sell	3,150 -467	-13%	-$244K	0.53%	55
2024 Q1	$1.89M	Buy	+3,617	New	+$1.8M	0.71%	40

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

United Advisor Group's SPY Position: Q1 2026 in Review

United Advisor Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q1 2026, buying an estimated $250K and bringing the position to 3,785 shares worth $2.46M. The position accounts for 0.3% of the portfolio, ranked #89.

United Advisor Group first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

United Advisor Group held 3,785 shares of State Street SPDR S&P 500 ETF Trust worth $2.46M as of Q1 2026.
United Advisor Group bought 367 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $250K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of United Advisor Group's portfolio in Q1 2026, its #89 holding.
United Advisor Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.