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

Wealth Advisory Solutions’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	$40.2M	Buy	61,756 +1,066	+2%	+$725K	8.95%	1
2025 Q4	$41.4M	Sell	60,690 -100	-0.2%	-$67.6K	9.65%	1
2025 Q3	$40.5M	Buy	60,790 +6	+0%	+$3.85K	9.81%	1
2025 Q2	$37.6M	Sell	60,784 -245	-0.4%	-$140K	9.51%	1
2025 Q1	$34.1M	Sell	61,029 -2,166	-3%	-$1.27M	9.03%	1
2024 Q4	$37M	Sell	63,195 -193	-0.3%	-$114K	10.38%	1
2024 Q3	$36.4M	Sell	63,388 -2,837	-4%	-$1.57M	10.01%	1
2024 Q2	$36M	Sell	66,225 -492	-0.7%	-$258K	9.77%	1
2024 Q1	$34.9M	Buy	66,717 +2,107	+3%	+$1.05M	9.04%	1
2023 Q4	$30.7M	Sell	64,610 -66,351	-51%	-$29.6M	10.72%	1
2023 Q3	$59.1M	Buy	130,961 +59,444	+83%	+$26.4M	11.57%	1
2023 Q2	$31.7M	Sell	71,517 -244	-0.3%	-$102K	8.44%	1
2023 Q1	$29.4M	Buy	71,761 +6,073	+9%	+$2.42M	7.81%	1
2022 Q4	$25.1M	Buy	65,688 +1,686	+3%	+$648K	6.75%	3
2022 Q3	$22.9M	Sell	64,002 -4,953	-7%	-$1.97M	6.32%	3
2022 Q2	$26M	Sell	68,955 -9,275	-12%	-$3.8M	6.4%	1
2022 Q1	$35.3M	Buy	+78,230	New	+$34.8M	7.35%	1
2021 Q3	$33.5M	Buy	78,122 +12,400	+19%	+$5.47M	7.45%	2
2021 Q2	$28.1M	Buy	65,722 +245	+0.4%	+$102K	6.68%	2
2021 Q1	$406K	Sell	65,477 -1,156	-2%	-$446K	0.3%	50
2020 Q4	$24.9M	Sell	66,633 -202	-0.3%	-$71.7K	6.76%	2
2020 Q3	$22.4M	Sell	66,835 -5,439	-8%	-$1.8M	5.94%	1
2020 Q2	$22.3M	Sell	72,274 -1,085	-1%	-$318K	6.21%	2
2020 Q1	$18.9M	Sell	73,359 -2,234	-3%	-$681K	6.42%	1
2019 Q4	$24.3M	Buy	+75,593	New	+$23.3M	6.41%	1

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

Wealth Advisory Solutions's SPY Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q1 2026, buying an estimated $725K and bringing the position to 61,756 shares worth $40.2M. The position accounts for 8.95% of the portfolio, ranked #1.

Wealth Advisory Solutions first reported a position in SPY in Q4 2019 and has held it in 25 quarters since. The position peaked at $59.1M in Q3 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wealth Advisory Solutions held 61,756 shares of State Street SPDR S&P 500 ETF Trust worth $40.2M as of Q1 2026.
Wealth Advisory Solutions bought 1,066 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $725K.
State Street SPDR S&P 500 ETF Trust made up 8.95% of Wealth Advisory Solutions's portfolio in Q1 2026, its #1 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 25 quarters since.
Wealth Advisory Solutions's State Street SPDR S&P 500 ETF Trust position peaked at $59.1M in Q3 2023.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.