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

Wayfinding Financial’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	$222K	Hold	341	–	–	0.1%	143
2025 Q4	$233K	Hold	341	–	–	0.1%	133
2025 Q3	$227K	Hold	341	–	–	0.1%	137
2025 Q2	$215K	Hold	341	–	–	0.1%	135
2025 Q1	$190K	Buy	+341	New	+$200K	0.08%	144

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

Wayfinding Financial's SPY Position: Q1 2026 in Review

Wayfinding Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 341 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #143.

Wayfinding Financial first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wayfinding Financial held 341 shares of State Street SPDR S&P 500 ETF Trust worth $222K as of Q1 2026.
Wayfinding Financial 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 0.1% of Wayfinding Financial's portfolio in Q1 2026, its #143 holding.
Wayfinding Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
Wayfinding Financial's State Street SPDR S&P 500 ETF Trust position peaked at $233K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.