Vantage Financial Partners (Wisconsin)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$970K	Sell	1,423 -15	-1%	-$10.1K	0.2%	65
2025 Q3	$958K	Buy	1,438 +19	+1%	+$12.2K	0.2%	65
2025 Q2	$877K	Buy	1,419 +119	+9%	+$68K	0.2%	70
2025 Q1	$727K	Sell	1,300 -98	-7%	-$57.6K	0.18%	77
2024 Q4	$819K	Buy	1,398 +97	+7%	+$57.1K	0.2%	67
2024 Q3	$746K	Buy	1,301 +340	+35%	+$188K	0.19%	77
2024 Q2	$523K	Sell	961 -19	-2%	-$9.94K	0.14%	84
2024 Q1	$512K	Sell	980 -94	-9%	-$46.8K	0.14%	81
2023 Q4	$511K	Buy	+1,074	New	+$478K	0.15%	67

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SPY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q4 2025, selling an estimated $10.1K and leaving 1,423 shares worth $970K. The position accounts for 0.2% of the portfolio, ranked #65.

Vantage Financial Partners (Wisconsin) first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. 4,640 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,423 shares of State Street SPDR S&P 500 ETF Trust worth $970K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 15 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $10.1K.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #65 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
4,640 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.