Wade Financial Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wade Financial Advisory’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 Q1	$1.24M	Hold	2,211	–	–	0.42%	35
2024 Q4	$1.3M	Buy	2,211 +770	+53%	+$454K	0.44%	33
2024 Q3	$827K	Hold	1,441	–	–	0.28%	43
2024 Q2	$784K	Hold	1,441	–	–	0.28%	43
2024 Q1	$754K	Hold	1,441	–	–	0.27%	44
2023 Q4	$685K	Hold	1,441	–	–	0.26%	44
2023 Q3	$616K	Hold	1,441	–	–	0.26%	44
2023 Q2	$639K	Hold	1,441	–	–	0.25%	44
2023 Q1	$590K	Sell	1,441 -26	-2%	-$10.4K	0.25%	44
2022 Q4	$561K	Buy	1,467 +38	+3%	+$14.6K	0.25%	48
2022 Q3	$510K	Sell	1,429 -1	-0.1%	-$397	0.26%	48
2022 Q2	$539K	Hold	1,430	–	–	0.26%	50
2022 Q1	$646K	Sell	1,430 -34	-2%	-$15.1K	0.28%	49
2021 Q4	$697K	Buy	1,464 +48	+3%	+$22K	0.36%	43
2021 Q3	$608K	Hold	1,416	–	–	0.34%	44
2021 Q2	$606K	Buy	1,416 +463	+49%	+$193K	0.33%	45
2021 Q1	$378K	Hold	953	–	–	0.24%	49
2020 Q4	$356K	Sell	953 -90	-9%	-$31.9K	0.24%	49
2020 Q3	$349K	Buy	1,043 +90	+9%	+$29.8K	0.27%	51
2020 Q2	$294K	Hold	953	–	–	0.25%	54
2020 Q1	$246K	Hold	953	–	–	0.25%	54
2019 Q4	$307K	Buy	+953	New	+$293K	0.27%	51

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wade Financial Advisory's SPY Position: Q1 2025 in Review

Wade Financial Advisory held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2025 at 2,211 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #35.

Wade Financial Advisory first reported a position in SPY in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Wade Financial Advisory held 2,211 shares of State Street SPDR S&P 500 ETF Trust worth $1.24M as of Q1 2025.
Wade Financial Advisory left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2025.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Wade Financial Advisory's portfolio in Q1 2025, its #35 holding.
Wade Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $1.3M in Q4 2024.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.