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

Westwood Wealth Management’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	$866K	Sell	1,331 -2,286	-63%	-$1.55M	0.34%	24
2025 Q4	$2.47M	Buy	3,617 +1,431	+65%	+$967K	1.85%	14
2025 Q3	$1.46M	Hold	2,186	–	–	0.53%	22
2025 Q2	$1.35M	Sell	2,186 -5	-0.2%	-$2.86K	0.45%	25
2025 Q1	$1.23M	Sell	2,191 -85	-4%	-$50K	0.53%	26
2024 Q4	$1.33M	Buy	2,276 +25	+1%	+$14.7K	0.48%	22
2024 Q3	$1.29M	Hold	2,251	–	–	0.51%	22
2024 Q2	$1.23M	Hold	2,251	–	–	0.46%	25
2024 Q1	$1.18M	Sell	2,251 -355	-14%	-$177K	0.58%	21
2023 Q4	$1.24M	Sell	2,606 -50	-2%	-$22.3K	0.95%	17
2023 Q3	$1.14M	Sell	2,656 -75	-3%	-$33.4K	0.75%	21
2023 Q2	$1.21M	Hold	2,731	–	–	0.85%	19
2023 Q1	$1.12M	Sell	2,731 -88	-3%	-$35.1K	1%	18
2022 Q4	$1.08M	Buy	2,819 +100	+4%	+$38.4K	1.3%	16
2022 Q3	$971K	Sell	2,719 -25	-0.9%	-$9.93K	0.87%	18
2022 Q2	$1.03M	Sell	2,744 -342	-11%	-$140K	1.19%	14
2022 Q1	$1.39K	Buy	+3,086	New	+$1.37M	0.54%	24

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

Westwood Wealth Management's SPY Position: Q1 2026 in Review

Westwood Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q1 2026, selling an estimated $1.55M and leaving 1,331 shares worth $866K. The position accounts for 0.34% of the portfolio, ranked #24.

Westwood Wealth Management first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q4 2025. 4,561 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Westwood Wealth Management held 1,331 shares of State Street SPDR S&P 500 ETF Trust worth $866K as of Q1 2026.
Westwood Wealth Management sold 2,286 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.55M.
State Street SPDR S&P 500 ETF Trust made up 0.34% of Westwood Wealth Management's portfolio in Q1 2026, its #24 holding.
Westwood Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 17 quarters since.
Westwood Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.47M in Q4 2025.
4,561 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.