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

Wealth Effects’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	$730K	Buy	1,123 +37	+3%	+$25.2K	0.26%	78
2025 Q4	$741K	Sell	1,086 -56	-5%	-$37.9K	0.23%	77
2025 Q3	$761K	Sell	1,142 -254	-18%	-$163K	0.24%	76
2025 Q2	$863K	Buy	1,396 +127	+10%	+$72.6K	0.32%	61
2025 Q1	$710K	Sell	1,269 -120	-9%	-$70.5K	0.3%	67
2024 Q4	$814K	Sell	1,389 -120	-8%	-$70.7K	0.29%	68
2024 Q3	$866K	Buy	1,509 +70	+5%	+$38.7K	0.3%	68
2024 Q2	$783K	Sell	1,439 -255	-15%	-$133K	0.28%	71
2024 Q1	$886K	Sell	1,694 -369	-18%	-$184K	0.33%	65
2023 Q4	$981K	Buy	2,063 +1,083	+111%	+$482K	0.37%	62
2023 Q3	$419K	Hold	980	–	–	0.21%	106
2023 Q2	$435K	Hold	980	–	–	0.19%	110
2023 Q1	$401K	Hold	980	–	–	0.21%	114
2022 Q4	$375K	Hold	980	–	–	0.21%	110
2022 Q3	$350K	Buy	980 +1	+0.1%	+$397	0.21%	101
2022 Q2	$370K	Sell	979 -51	-5%	-$20.9K	0.22%	102
2022 Q1	$465K	Buy	1,030 +158	+18%	+$70.3K	0.22%	95
2021 Q4	$414K	Buy	+872	New	+$400K	0.17%	116

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 Effects's SPY Position: Q1 2026 in Review

Wealth Effects increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,123 shares worth $730K. The position accounts for 0.26% of the portfolio, ranked #78.

Wealth Effects first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $981K in Q4 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wealth Effects held 1,123 shares of State Street SPDR S&P 500 ETF Trust worth $730K as of Q1 2026.
Wealth Effects bought 37 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $25.2K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Wealth Effects's portfolio in Q1 2026, its #78 holding.
Wealth Effects first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's State Street SPDR S&P 500 ETF Trust position peaked at $981K in Q4 2023.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.