Whalen Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Whalen Wealth Management's SPY Position: Q1 2026 in Review
Whalen Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.3% in Q1 2026, selling an estimated $76.8K and leaving 1,687 shares worth $1.1M. The position accounts for 0.59% of the portfolio, ranked #42.
Whalen Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.54M in Q2 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Whalen Wealth Management held 1,687 shares of State Street SPDR S&P 500 ETF Trust worth $1.1M as of Q1 2026.
- Whalen Wealth Management sold 113 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $76.8K.
- State Street SPDR S&P 500 ETF Trust made up 0.59% of Whalen Wealth Management's portfolio in Q1 2026, its #42 holding.
- Whalen Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
- Whalen Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.54M in Q2 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.