Windsor Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Windsor Advisory Group’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	$1.34M	Buy	2,057 +130	+7%	+$88.4K	1.12%	19
2025 Q4	$1.31M	Buy	1,927 +117	+6%	+$79.1K	1.17%	16
2025 Q3	$1.21M	Buy	1,810 +4	+0.2%	+$2.56K	1.07%	19
2025 Q2	$1.12M	Buy	1,806 +264	+17%	+$151K	1.58%	11
2025 Q1	$863K	Buy	1,542 +234	+18%	+$138K	1.12%	14
2024 Q4	$767K	Sell	1,308 -132	-9%	-$77.8K	0.89%	23
2024 Q3	$826K	Buy	1,440 +643	+81%	+$356K	0.93%	23
2024 Q2	$434K	Buy	797 +138	+21%	+$72.2K	0.87%	24
2024 Q1	$345K	Buy	659 +159	+32%	+$79.2K	0.97%	25
2023 Q4	$238K	Buy	500 +2	+0.4%	+$891	0.71%	34
2023 Q3	$213K	Buy	498 +20	+4%	+$8.89K	0.51%	40
2023 Q2	$212K	Sell	478 -81	-14%	-$34K	0.52%	37
2023 Q1	$229K	Sell	559 -300	-35%	-$120K	0.55%	40
2022 Q4	$329K	Buy	+859	New	+$330K	0.87%	33

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

Windsor Advisory Group's SPY Position: Q1 2026 in Review

Windsor Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q1 2026, buying an estimated $88.4K and bringing the position to 2,057 shares worth $1.34M. The position accounts for 1.12% of the portfolio, ranked #19.

Windsor Advisory Group first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Windsor Advisory Group held 2,057 shares of State Street SPDR S&P 500 ETF Trust worth $1.34M as of Q1 2026.
Windsor Advisory Group bought 130 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $88.4K.
State Street SPDR S&P 500 ETF Trust made up 1.12% of Windsor Advisory Group's portfolio in Q1 2026, its #19 holding.
Windsor Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.