West Wealth Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

West Wealth Group’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	$778K	Buy	1,196 +40	+3%	+$27.2K	0.15%	49
2025 Q4	$788K	Buy	1,156 +155	+15%	+$105K	0.16%	46
2025 Q3	$666K	Buy	1,001 +253	+34%	+$162K	0.15%	50
2025 Q2	$474K	Sell	748 -391	-34%	-$224K	0.12%	60
2025 Q1	$639K	Buy	1,139 +630	+124%	+$370K	0.19%	40
2024 Q4	$299K	Buy	509 +13	+3%	+$7.66K	0.09%	70
2024 Q3	$285K	Buy	496 +2	+0.4%	+$1.11K	0.09%	67
2024 Q2	$269K	Buy	494 +1	+0.2%	+$523	0.1%	66
2024 Q1	$258K	Buy	493 +3	+0.6%	+$1.49K	0.1%	70
2023 Q4	$233K	Buy	490 +4	+0.8%	+$1.78K	0.09%	74
2023 Q3	$208K	Buy	486 +2	+0.4%	+$890	0.09%	69
2023 Q2	$215K	Buy	+484	New	+$203K	0.09%	66
2022 Q2	–	Sell	-478	Closed	-$215K	–	72
2022 Q1	$215K	Buy	478 +11	+2%	+$4.9K	0.09%	59
2021 Q4	$222K	Buy	+467	New	+$214K	0.08%	57

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

West Wealth Group's SPY Position: Q1 2026 in Review

West Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,196 shares worth $778K. The position accounts for 0.15% of the portfolio, ranked #49.

West Wealth Group first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $788K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

West Wealth Group held 1,196 shares of State Street SPDR S&P 500 ETF Trust worth $778K as of Q1 2026.
West Wealth Group bought 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of West Wealth Group's portfolio in Q1 2026, its #49 holding.
West Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
West Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $788K 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 West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.