Wilkins Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wilkins Investment Counsel’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	$906K	Sell	1,393 -60	-4%	-$40.8K	0.13%	77
2025 Q4	$991K	Sell	1,453 -46	-3%	-$31.1K	0.14%	75
2025 Q3	$999K	Hold	1,499	–	–	0.14%	79
2025 Q2	$926K	Sell	1,499 -148	-9%	-$84.6K	0.13%	78
2025 Q1	$921K	Buy	1,647 +551	+50%	+$324K	0.13%	80
2024 Q4	$642K	Hold	1,096	–	–	0.09%	93
2024 Q3	$629K	Hold	1,096	–	–	0.09%	95
2024 Q2	$596K	Hold	1,096	–	–	0.09%	94
2024 Q1	$573K	Sell	1,096 -200	-15%	-$99.6K	0.08%	92
2023 Q4	$616K	Buy	+1,296	New	+$577K	0.15%	58

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

Wilkins Investment Counsel's SPY Position: Q1 2026 in Review

Wilkins Investment Counsel reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q1 2026, selling an estimated $40.8K and leaving 1,393 shares worth $906K. The position accounts for 0.13% of the portfolio, ranked #77.

Wilkins Investment Counsel first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $999K in Q3 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wilkins Investment Counsel held 1,393 shares of State Street SPDR S&P 500 ETF Trust worth $906K as of Q1 2026.
Wilkins Investment Counsel sold 60 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $40.8K.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Wilkins Investment Counsel's portfolio in Q1 2026, its #77 holding.
Wilkins Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Wilkins Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $999K in Q3 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.