Viewpoint Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Viewpoint Capital Management’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	$1.43M	Hold	2,197	–	–	0.67%	44
2025 Q4	$1.5M	Hold	2,197	–	–	0.65%	41
2025 Q3	$1.46M	Buy	2,197 +136	+7%	+$87.2K	0.64%	40
2025 Q2	$1.27M	Hold	2,061	–	–	0.62%	44
2025 Q1	$1.15M	Sell	2,061 -8	-0.4%	-$4.7K	0.62%	45
2024 Q4	$1.21M	Buy	2,069 +9	+0.4%	+$5.3K	0.64%	42
2024 Q3	$1.18M	Sell	2,060 -5	-0.2%	-$2.77K	0.66%	42
2024 Q2	$1.12M	Buy	2,065 +2	+0.1%	+$1.05K	0.69%	37
2024 Q1	$1.08M	Hold	2,063	–	–	0.69%	36
2023 Q4	$981K	Hold	2,063	–	–	0.69%	40
2023 Q3	$882K	Hold	2,063	–	–	0.7%	36
2023 Q2	$914K	Hold	2,063	–	–	0.71%	37
2023 Q1	$845K	Hold	2,063	–	–	0.76%	35
2022 Q4	$789K	Hold	2,063	–	–	0.76%	36
2022 Q3	$737K	Hold	2,063	–	–	0.73%	37
2022 Q2	$778K	Hold	2,063	–	–	0.73%	37
2022 Q1	$932K	Buy	2,063 +4	+0.2%	+$1.78K	0.72%	37
2021 Q4	$978K	Buy	+2,059	New	+$945K	0.71%	35

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

Viewpoint Capital Management's SPY Position: Q1 2026 in Review

Viewpoint Capital Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,197 shares worth $1.43M. The position accounts for 0.67% of the portfolio, ranked #44.

Viewpoint Capital Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Viewpoint Capital Management held 2,197 shares of State Street SPDR S&P 500 ETF Trust worth $1.43M as of Q1 2026.
Viewpoint Capital Management 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 0.67% of Viewpoint Capital Management's portfolio in Q1 2026, its #44 holding.
Viewpoint Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.5M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.