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

Wealth Dimensions Group’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 		$11.8M Sell
18,147
-1
-0% -$680 2.32% 13
2025
Q4 		$12.4M Sell
18,148
-398
-2% -$269K 2.46% 13
2025
Q3 		$12.4M Sell
18,546
-293
-2% -$188K 2.54% 13
2025
Q2 		$11.6M Buy
18,839
+171
+0.9% +$97.8K 2.57% 13
2025
Q1 		$10.4M Sell
18,668
-8
-0% -$4.7K 2.49% 13
2024
Q4 		$10.9M Sell
18,676
-81
-0.4% -$47.7K 2.68% 11
2024
Q3 		$10.8M Sell
18,757
-243
-1% -$134K 2.73% 11
2024
Q2 		$10.3M Sell
19,000
-56
-0.3% -$29.3K 2.95% 10
2024
Q1 		$9.97M Sell
19,056
-172
-0.9% -$85.6K 2.94% 10
2023
Q4 		$9.14M Sell
19,228
-78
-0.4% -$34.7K 2.89% 10
2023
Q3 		$8.25M Sell
19,306
-388
-2% -$173K 2.99% 10
2023
Q2 		$8.73M Buy
19,694
+14
+0.1% +$5.88K 3.18% 10
2023
Q1 		$8.06M Buy
19,680
+1,311
+7% +$523K 3.12% 10
2022
Q4 		$7.02M Buy
18,369
+8,313
+83% +$3.2M 2.87% 9
2022
Q3 		$3.59M Sell
10,056
-103
-1% -$40.9K 1.78% 12
2022
Q2 		$3.83M Sell
10,159
-4
-0% -$1.64K 1.82% 12
2022
Q1 		$4.59M Sell
10,163
-276
-3% -$123K 2.13% 11
2021
Q4 		$4.96M Sell
10,439
-630
-6% -$289K 2.43% 10
2021
Q3 		$4.75M Buy
11,069
+830
+8% +$366K 3.04% 8
2021
Q2 		$4.38M Sell
10,239
-59
-0.6% -$24.6K 2.97% 8
2021
Q1 		$4.08M Buy
10,298
+552
+6% +$213K 3.17% 7
2020
Q4 		$3.64M Buy
+9,746
New +$3.46M 3.15% 7

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Dimensions Group's SPY Position: Q1 2026 in Review

Wealth Dimensions Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.01% in Q1 2026, selling an estimated $680 and leaving 18,147 shares worth $11.8M. The position accounts for 2.32% of the portfolio, ranked #13.

Wealth Dimensions Group first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.4M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Wealth Dimensions Group held 18,147 shares of State Street SPDR S&P 500 ETF Trust worth $11.8M as of Q1 2026.
  • Wealth Dimensions Group sold 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
  • State Street SPDR S&P 500 ETF Trust made up 2.32% of Wealth Dimensions Group's portfolio in Q1 2026, its #13 holding.
  • Wealth Dimensions Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's State Street SPDR S&P 500 ETF Trust position peaked at $12.4M 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 Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.