Wealthspire Advisors (New York)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealthspire Advisors (New York)’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	$287M	Sell	441,132 -5,784	-1%	-$3.93M	2.25%	12
2025 Q4	$305M	Buy	446,916 +5,473	+1%	+$3.7M	2.43%	8
2025 Q3	$294M	Buy	441,443 +7,759	+2%	+$4.97M	1.54%	17
2025 Q2	$268M	Sell	433,684 -135,200	-24%	-$77.3M	1.51%	17
2025 Q1	$318M	Sell	568,884 -17,249	-3%	-$10.1M	1.9%	12
2024 Q4	$344M	Sell	586,133 -15,298	-3%	-$9.01M	3.41%	6
2024 Q3	$345M	Buy	601,431 +9,884	+2%	+$5.47M	3.51%	6
2024 Q2	$322M	Sell	591,547 -11,421	-2%	-$5.98M	4.12%	6
2024 Q1	$315M	Sell	602,968 -8,834	-1%	-$4.4M	4.21%	6
2023 Q4	$291M	Buy	611,802 +24,641	+4%	+$11M	4.13%	6
2023 Q3	$251M	Buy	587,161 +11,786	+2%	+$5.24M	4.15%	6
2023 Q2	$255M	Buy	575,375 +12,761	+2%	+$5.36M	4.17%	6
2023 Q1	$230M	Buy	562,614 +1,205	+0.2%	+$481K	3.95%	6
2022 Q4	$215M	Sell	561,409 -20,061	-3%	-$7.71M	3.91%	6
2022 Q3	$208M	Sell	581,470 -11,189	-2%	-$4.44M	4.34%	6
2022 Q2	$224M	Buy	592,659 +206,284	+53%	+$84.5M	4.67%	6
2022 Q1	$175M	Buy	386,375 +31,824	+9%	+$14.2M	3.93%	7
2021 Q4	$168M	Sell	354,551 -230,349	-39%	-$106M	3.73%	7
2021 Q3	$251M	Buy	584,900 +190,514	+48%	+$84M	5.21%	6
2021 Q2	$169M	Buy	394,386 +18,910	+5%	+$7.89M	4.44%	6
2021 Q1	$149M	Buy	375,476 +2,390	+0.6%	+$922K	3.53%	7
2020 Q4	$139M	Buy	373,086 +28,159	+8%	+$9.99M	4.15%	6
2020 Q3	$116M	Buy	344,927 +165,484	+92%	+$54.8M	6.87%	5
2020 Q2	$55.3M	Sell	179,443 -56,618	-24%	-$16.6M	3.85%	7
2020 Q1	$60.8M	Buy	236,061 +60,212	+34%	+$18.4M	2.55%	8
2019 Q4	$56.6M	Sell	175,849 -1,701	-1%	-$524K	4.12%	7
2019 Q3	$52.7M	Sell	177,550 -1,373	-0.8%	-$406K	4.31%	7
2019 Q2	$52.4M	Buy	178,923 +2,528	+1%	+$728K	4.57%	7
2019 Q1	$49.8M	Sell	176,395 -3,203	-2%	-$870K	4.62%	8
2018 Q4	$44.9M	Buy	+179,598	New	+$48.4M	4.33%	7

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

Wealthspire Advisors (New York)'s SPY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q1 2026, selling an estimated $3.93M and leaving 441,132 shares worth $287M. The position accounts for 2.25% of the portfolio, ranked #12.

Wealthspire Advisors (New York) first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $345M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wealthspire Advisors (New York) held 441,132 shares of State Street SPDR S&P 500 ETF Trust worth $287M as of Q1 2026.
Wealthspire Advisors (New York) sold 5,784 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.93M.
State Street SPDR S&P 500 ETF Trust made up 2.25% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #12 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR S&P 500 ETF Trust position peaked at $345M in Q3 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.