Wilmar Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Wilmar Advisors's SPY Position: Q1 2026 in Review
Wilmar Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 15,000 shares worth $9.76M. The position accounts for 8.43% of the portfolio, ranked #3.
Wilmar Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Wilmar Advisors held 15,000 shares of State Street SPDR S&P 500 ETF Trust worth $9.76M as of Q1 2026.
- Wilmar Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P 500 ETF Trust made up 8.43% of Wilmar Advisors's portfolio in Q1 2026, its #3 holding.
- Wilmar Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
- Wilmar Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $10.2M in Q4 2025.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Wilmar Advisors's 13F filing for Q1 2026, filed 14 May 2026.