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

World Investment Advisors’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	$49.8M	Sell	76,584 -2,171	-3%	-$1.48M	0.8%	22
2025 Q4	$53.7M	Buy	78,755 +19,972	+34%	+$13.5M	0.87%	16
2025 Q3	$39.2M	Buy	58,783 +1,416	+2%	+$908K	0.8%	22
2025 Q2	$35.5M	Buy	57,367 +14,611	+34%	+$8.35M	0.8%	22
2025 Q1	$23.9M	Buy	42,756 +495	+1%	+$291K	0.62%	31
2024 Q4	$24.8M	Buy	42,261 +6,315	+18%	+$3.72M	0.68%	27
2024 Q3	$20.6M	Sell	35,946 -3,204	-8%	-$1.77M	0.65%	30
2024 Q2	$21.3M	Buy	39,150 +31,221	+394%	+$16.3M	1.33%	11
2024 Q1	$7.05M	Sell	7,929 -29,024	-79%	-$14.4M	1.01%	20
2023 Q4	$17.6M	Buy	36,953 +13,363	+57%	+$5.95M	2.29%	8
2023 Q3	$10.1M	Sell	23,590 -3,692	-14%	-$1.64M	2.01%	13
2023 Q2	$12.1M	Sell	27,282 -298	-1%	-$125K	2.35%	10
2023 Q1	$11.3M	Buy	27,580 +2,392	+9%	+$954K	2.36%	12
2022 Q4	$9.67M	Buy	25,188 +1,241	+5%	+$477K	2.22%	12
2022 Q3	$8.59M	Buy	23,947 +5	+0%	+$1.99K	2.04%	12
2022 Q2	$9.92M	Sell	23,942 -260	-1%	-$107K	2.08%	13
2022 Q1	$11M	Sell	24,202 -3	-0%	-$1.34K	2.28%	9
2021 Q4	$10.9M	Sell	24,205 -2,334	-9%	-$1.07M	2.28%	10
2021 Q3	$11.4M	Buy	26,539 +87	+0.3%	+$38.4K	2.59%	11
2021 Q2	$11.4M	Sell	26,452 -852	-3%	-$356K	2.6%	11
2021 Q1	$11.2M	Buy	27,304 +253	+0.9%	+$97.6K	2.7%	9
2020 Q4	$10.6M	Buy	27,051 +427	+2%	+$151K	2.69%	9
2020 Q3	$8.95M	Buy	26,624 +508	+2%	+$168K	3.06%	9
2020 Q2	$8.81M	Sell	26,116 -1,748	-6%	-$512K	3.08%	9
2020 Q1	$7.22M	Buy	27,864 +5,208	+23%	+$1.59M	3.35%	9
2019 Q4	$7.33M	Buy	22,656 +266	+1%	+$81.9K	2.86%	12
2019 Q3	$6.68M	Buy	22,390 +658	+3%	+$194K	2.86%	12
2019 Q2	$6.36M	Sell	21,732 -901	-4%	-$259K	2.8%	12
2019 Q1	$6.42M	Sell	22,633 -2,024	-8%	-$550K	2.92%	10
2018 Q4	$6.76M	Buy	+24,657	New	+$6.65M	3.03%	8

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

World Investment Advisors's SPY Position: Q1 2026 in Review

World Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q1 2026, selling an estimated $1.48M and leaving 76,584 shares worth $49.8M. The position accounts for 0.8% of the portfolio, ranked #22.

World Investment Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $53.7M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

World Investment Advisors held 76,584 shares of State Street SPDR S&P 500 ETF Trust worth $49.8M as of Q1 2026.
World Investment Advisors sold 2,171 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.48M.
State Street SPDR S&P 500 ETF Trust made up 0.8% of World Investment Advisors's portfolio in Q1 2026, its #22 holding.
World Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
World Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $53.7M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.