Valley Forge Investment Consultants’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Valley Forge Investment Consultants’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	$593K	Sell	912 -498	-35%	-$339K	0.18%	44
2025 Q4	$962K	Buy	1,410 +1	+0.1%	+$676	0.28%	32
2025 Q3	$939K	Sell	1,409 -192	-12%	-$123K	0.27%	32
2025 Q2	$989K	Buy	1,601 +53	+3%	+$30.3K	0.32%	32
2025 Q1	$866K	Buy	1,548 +1	+0.1%	+$588	0.31%	30
2024 Q4	$907K	Buy	1,547 +1,000	+183%	+$589K	0.31%	33
2024 Q3	$314K	Sell	547 -96	-15%	-$53.1K	0.11%	61
2024 Q2	$350K	Hold	643	–	–	0.13%	59
2024 Q1	$336K	Hold	643	–	–	0.13%	57
2023 Q4	$306K	Hold	643	–	–	0.14%	52
2023 Q3	$275K	Sell	643 -410	-39%	-$182K	0.13%	58
2023 Q2	$467K	Hold	1,053	–	–	0.23%	37
2023 Q1	$431K	Sell	1,053 -17	-2%	-$6.78K	0.22%	37
2022 Q4	$409K	Sell	1,070 -87	-8%	-$33.4K	0.22%	44
2022 Q3	$413K	Hold	1,157	–	–	0.23%	45
2022 Q2	$436K	Hold	1,157	–	–	0.22%	43
2022 Q1	$523K	Hold	1,157	–	–	0.22%	47
2021 Q4	$550K	Hold	1,157	–	–	0.24%	44
2021 Q3	$497K	Hold	1,157	–	–	0.27%	43
2021 Q2	$495K	Hold	1,157	–	–	0.27%	43
2021 Q1	$459K	Hold	1,157	–	–	0.31%	43
2020 Q4	$433K	Buy	+1,157	New	+$410K	0.38%	42

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

Valley Forge Investment Consultants's SPY Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q1 2026, selling an estimated $339K and leaving 912 shares worth $593K. The position accounts for 0.18% of the portfolio, ranked #44.

Valley Forge Investment Consultants first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $989K in Q2 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Valley Forge Investment Consultants held 912 shares of State Street SPDR S&P 500 ETF Trust worth $593K as of Q1 2026.
Valley Forge Investment Consultants sold 498 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $339K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #44 holding.
Valley Forge Investment Consultants first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Valley Forge Investment Consultants's State Street SPDR S&P 500 ETF Trust position peaked at $989K in Q2 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.