Wealthspan Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
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.