Welch Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Welch Capital Partners's SPY Position: Q1 2026 in Review
Welch Capital Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q1 2026, selling an estimated $129K and leaving 207,400 shares worth $135M. The position accounts for 30.37% of the portfolio, ranked #2.
Welch Capital Partners first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q4 2019. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Welch Capital Partners held 207,400 shares of State Street SPDR S&P 500 ETF Trust worth $135M as of Q1 2026.
- Welch Capital Partners sold 189 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $129K.
- State Street SPDR S&P 500 ETF Trust made up 30.37% of Welch Capital Partners's portfolio in Q1 2026, its #2 holding.
- Welch Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- Welch Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $178M in Q4 2019.
- 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.