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

Wealth Quarterback’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 		$930K Sell
1,429
-34
-2% -$23.1K 0.37% 58
2025
Q4 		$998K Buy
1,463
+28
+2% +$18.9K 0.36% 49
2025
Q3 		$956K Buy
1,435
+18
+1% +$11.5K 0.37% 58
2025
Q2 		$876K Buy
1,417
+31
+2% +$17.7K 0.42% 58
2025
Q1 		$775K Sell
1,386
-488
-26% -$287K 0.44% 55
2024
Q4 		$1.1M Buy
1,874
+141
+8% +$83.1K 0.52% 38
2024
Q3 		$995K Sell
1,733
-95
-5% -$52.5K 0.52% 43
2024
Q2 		$995K Sell
1,828
-33
-2% -$17.3K 0.56% 35
2024
Q1 		$973K Buy
1,861
+18
+1% +$8.96K 0.54% 38
2023
Q4 		$876K Buy
1,843
+72
+4% +$32.1K 0.53% 41
2023
Q3 		$757K Sell
1,771
-101
-5% -$44.9K 0.65% 34
2023
Q2 		$830K Buy
1,872
+559
+43% +$235K 0.57% 34
2023
Q1 		$537K Sell
1,313
-49
-4% -$19.6K 0.46% 53
2022
Q4 		$521K Buy
1,362
+6
+0.4% +$2.31K 0.43% 52
2022
Q3 		$484K Sell
1,356
-27
-2% -$10.7K 0.51% 48
2022
Q2 		$522K Buy
+1,383
New +$567K 0.41% 52
2021
Q3 		$595K Buy
12,113
+10,517
+659% +$4.64M 0.4% 55
2021
Q2 		$685K Buy
+1,596
New +$666K 0.42% 56
2020
Q4 		$662K Sell
1,770
-1,225
-41% -$435K 0.55% 45
2020
Q3 		$924K Hold
2,995
– – 0.85% 35
2020
Q2 		$924K Buy
2,995
+69
+2% +$20.2K 0.85% 35
2020
Q1 		$737K Sell
2,926
-365,639
-99% -$112M 0.68% 37
2019
Q4 		$704K Buy
+368,565
New +$113M 0.61% 38

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 Quarterback's SPY Position: Q1 2026 in Review

Wealth Quarterback reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q1 2026, selling an estimated $23.1K and leaving 1,429 shares worth $930K. The position accounts for 0.37% of the portfolio, ranked #58.

Wealth Quarterback first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.1M in Q4 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Wealth Quarterback held 1,429 shares of State Street SPDR S&P 500 ETF Trust worth $930K as of Q1 2026.
  • Wealth Quarterback sold 34 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $23.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.37% of Wealth Quarterback's portfolio in Q1 2026, its #58 holding.
  • Wealth Quarterback first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's State Street SPDR S&P 500 ETF Trust position peaked at $1.1M in Q4 2024.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.