WealthCare Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WealthCare Investment Partners’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	$555K	Sell	845 -13	-2%	-$8.84K	0.15%	116
2025 Q4	$587K	Sell	858 -13	-1%	-$8.79K	0.17%	108
2025 Q3	$583K	Sell	871 -19	-2%	-$12.2K	0.19%	103
2025 Q2	$556K	Buy	890 +32	+4%	+$18.3K	0.2%	99
2025 Q1	$441K	Sell	858 -17	-2%	-$9.99K	0.19%	102
2024 Q4	$511K	Sell	875 -38	-4%	-$22.4K	0.22%	89
2024 Q3	$519K	Buy	913 +4	+0.4%	+$2.21K	0.23%	83
2024 Q2	$495K	Buy	909 +42	+5%	+$22K	0.23%	83
2024 Q1	$454K	Sell	867 -12	-1%	-$5.97K	0.22%	87
2023 Q4	$417K	Buy	879 +307	+54%	+$137K	0.23%	89
2023 Q3	$245K	Buy	572 +48	+9%	+$21.3K	0.15%	100
2023 Q2	$232K	Buy	524 +18	+4%	+$7.55K	0.14%	108
2023 Q1	$207K	Buy	+506	New	+$202K	0.13%	120

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

WealthCare Investment Partners's SPY Position: Q1 2026 in Review

WealthCare Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, selling an estimated $8.84K and leaving 845 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #116.

WealthCare Investment Partners first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $587K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

WealthCare Investment Partners held 845 shares of State Street SPDR S&P 500 ETF Trust worth $555K as of Q1 2026.
WealthCare Investment Partners sold 13 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.84K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of WealthCare Investment Partners's portfolio in Q1 2026, its #116 holding.
WealthCare Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
WealthCare Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $587K in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.