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

WBI Investments’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	$249K	Buy	383 +29	+8%	+$19.7K	0.07%	261
2025 Q4	$241K	Sell	354 -2	-0.6%	-$1.35K	0.06%	282
2025 Q3	$237K	Sell	356 -2	-0.6%	-$1.28K	0.06%	281
2025 Q2	$221K	Buy	+358	New	+$205K	0.06%	250
2018 Q3	–	Sell	-790	Closed	-$214K	–	330
2018 Q2	$214K	Buy	+790	New	+$213K	0.01%	225

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

WBI Investments's SPY Position: Q1 2026 in Review

WBI Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q1 2026, buying an estimated $19.7K and bringing the position to 383 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #261.

WBI Investments first reported a position in SPY in Q2 2018 and has held it in 5 quarters since. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

WBI Investments held 383 shares of State Street SPDR S&P 500 ETF Trust worth $249K as of Q1 2026.
WBI Investments bought 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of WBI Investments's portfolio in Q1 2026, its #261 holding.
WBI Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 5 quarters since.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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