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

Winnow Wealth’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	–	Sell	-262	Closed	-$179K	–	487
2025 Q4	$179K	Sell	262 -463	-64%	-$313K	0.13%	105
2025 Q3	$484K	Buy	725 +575	+383%	+$369K	0.38%	71
2025 Q2	$92.7K	Sell	150 -573	-79%	-$328K	0.07%	68
2025 Q1	$404K	Buy	723 +259	+56%	+$152K	0.37%	71
2024 Q4	$272K	Buy	+464	New	+$273K	0.27%	85

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

Winnow Wealth's SPY Position: Q1 2026 in Review

Winnow Wealth sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 262 shares — an estimated $179K sold.

Winnow Wealth first reported a position in SPY in Q4 2024 and held it in 5 quarters. The position peaked at $484K in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Winnow Wealth reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 262 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $179K.
Winnow Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 5 quarters.
Winnow Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $484K in Q3 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.