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

Wealthspan 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	$1.42M	Buy	2,184 +53	+2%	+$36K	0.5%	42
2025 Q4	$1.45M	Buy	2,131 +13	+0.6%	+$8.79K	0.53%	37
2025 Q3	$1.41M	Buy	2,118 +64	+3%	+$41K	0.54%	37
2025 Q2	$1.27M	Buy	2,054 +106	+5%	+$60.6K	0.52%	37
2025 Q1	$1.09M	Sell	1,948 -21	-1%	-$12.3K	0.5%	37
2024 Q4	$1.15M	Buy	1,969 +255	+15%	+$150K	0.55%	35
2024 Q3	$984K	Buy	1,714 +119	+7%	+$65.8K	0.49%	39
2024 Q2	$868K	Buy	1,595 +151	+10%	+$79K	0.48%	38
2024 Q1	$756K	Buy	1,444 +407	+39%	+$203K	0.45%	40
2023 Q4	$493K	Sell	1,037 -2	-0.2%	-$891	0.35%	48
2023 Q3	$444K	Hold	1,039	–	–	0.35%	49
2023 Q2	$461K	Hold	1,039	–	–	0.36%	41
2023 Q1	$425K	Sell	1,039 -6	-0.6%	-$2.39K	0.36%	50
2022 Q4	$400K	Sell	1,045 -139	-12%	-$53.4K	0.36%	49
2022 Q3	$423K	Buy	1,184 +54	+5%	+$21.4K	0.44%	42
2022 Q2	$426K	Buy	+1,130	New	+$463K	0.44%	40

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

Wealthspan Partners's SPY Position: Q1 2026 in Review

Wealthspan Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q1 2026, buying an estimated $36K and bringing the position to 2,184 shares worth $1.42M. The position accounts for 0.5% of the portfolio, ranked #42.

Wealthspan Partners first reported a position in SPY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wealthspan Partners held 2,184 shares of State Street SPDR S&P 500 ETF Trust worth $1.42M as of Q1 2026.
Wealthspan Partners bought 53 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $36K.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Wealthspan Partners's portfolio in Q1 2026, its #42 holding.
Wealthspan Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and has held it in 16 quarters since.
Wealthspan Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.45M 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 Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.