ViaWealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

ViaWealth’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	–	Sell	-200	Closed	-$2.87K	–	161
2025 Q3	$2.87K	Buy	+200	New	+$128K	﹤0.01%	158
2024 Q3	–	Sell	-500	Closed	-$780	–	158
2024 Q2	$780	Buy	+500	New	+$262K	﹤0.01%	153

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

ViaWealth's SPY Position: Q1 2026 in Review

ViaWealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 550 shares worth $358K. The position accounts for 0.2% of the portfolio, ranked #124.

ViaWealth first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $375K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

ViaWealth held 550 shares of State Street SPDR S&P 500 ETF Trust worth $358K as of Q1 2026.
ViaWealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.2% of ViaWealth's portfolio in Q1 2026, its #124 holding.
ViaWealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
ViaWealth's State Street SPDR S&P 500 ETF Trust position peaked at $375K in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.