Western Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Western Wealth Management's SPY Position: Q1 2026 in Review
Western Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q1 2026, buying an estimated $7.64M and bringing the position to 62,017 shares worth $40.3M. The position accounts for 1.53% of the portfolio, ranked #8.
Western Wealth Management first reported a position in SPY in Q4 2018 and has held it in 29 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Western Wealth Management held 62,017 shares of State Street SPDR S&P 500 ETF Trust worth $40.3M as of Q1 2026.
- Western Wealth Management bought 11,235 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.64M.
- State Street SPDR S&P 500 ETF Trust made up 1.53% of Western Wealth Management's portfolio in Q1 2026, its #8 holding.
- Western Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 29 quarters since.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.