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

Vickerman 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	$347K	Sell	533 -8	-1%	-$5.44K	0.07%	78
2025 Q4	$369K	Sell	541 -90	-14%	-$60.8K	0.07%	76
2025 Q3	$420K	Sell	631 -13	-2%	-$8.33K	0.09%	65
2025 Q2	$398K	Hold	644	–	–	0.09%	66
2025 Q1	$360K	Sell	644 -26	-4%	-$15.3K	0.08%	71
2024 Q4	$393K	Sell	670 -45	-6%	-$26.5K	0.11%	58
2024 Q3	$410K	Sell	715 -3	-0.4%	-$1.66K	0.12%	55
2024 Q2	$391K	Buy	718 +157	+28%	+$82.2K	0.13%	55
2024 Q1	$293K	Hold	561	–	–	0.09%	60
2023 Q4	$267K	Sell	561 -176	-24%	-$78.4K	0.09%	61
2023 Q3	$315K	Sell	737 -1,078	-59%	-$479K	0.13%	59
2023 Q2	$805K	Sell	1,815 -417	-19%	-$175K	0.31%	54
2023 Q1	$914K	Sell	2,232 -21	-0.9%	-$8.38K	0.36%	50
2022 Q4	$862K	Buy	2,253 +43	+2%	+$16.5K	0.39%	53
2022 Q3	$789K	Buy	2,210 +42	+2%	+$16.7K	0.38%	53
2022 Q2	$818K	Sell	2,168 -521	-19%	-$213K	0.39%	56
2022 Q1	$1.11M	Sell	2,689 -64	-2%	-$28.5K	0.49%	53
2021 Q4	$1.31M	Sell	2,753 -24	-0.9%	-$11K	0.53%	50
2021 Q3	$1.19M	Buy	+2,777	New	+$1.22M	0.48%	50

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

Vickerman Investment Advisors's SPY Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, selling an estimated $5.44K and leaving 533 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #78.

Vickerman Investment Advisors first reported a position in SPY in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Vickerman Investment Advisors held 533 shares of State Street SPDR S&P 500 ETF Trust worth $347K as of Q1 2026.
Vickerman Investment Advisors sold 8 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.44K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Vickerman Investment Advisors's portfolio in Q1 2026, its #78 holding.
Vickerman Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 19 quarters since.
Vickerman Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.31M in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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