UP Strategic Wealth Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

UP Strategic Wealth Investment 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	$606K	Buy	828 +133	+19%	+$90.4K	0.38%	45
2025 Q4	$480K	Hold	695	–	–	0.35%	49
2025 Q3	$462K	Hold	695	–	–	0.35%	47
2025 Q2	$429K	Hold	695	–	–	0.33%	47
2025 Q1	$389K	Hold	695	–	–	0.35%	51
2024 Q4	$407K	Hold	695	–	–	0.41%	44
2024 Q3	$399K	Hold	695	–	–	0.45%	41
2024 Q2	$378K	Sell	695 -26	-4%	-$13.6K	0.57%	38
2024 Q1	$377K	Buy	+721	New	+$359K	0.62%	36

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

UP Strategic Wealth Investment Advisors's SPY Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q1 2026, buying an estimated $90.4K and bringing the position to 828 shares worth $606K. The position accounts for 0.38% of the portfolio, ranked #45.

UP Strategic Wealth Investment Advisors first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

UP Strategic Wealth Investment Advisors held 828 shares of State Street SPDR S&P 500 ETF Trust worth $606K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 133 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $90.4K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #45 holding.
UP Strategic Wealth Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.