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

WP 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	$687K	Buy	1,057 +45	+4%	+$30.6K	0.18%	67
2025 Q4	$690K	Buy	1,012 +139	+16%	+$93.9K	0.17%	65
2025 Q3	$582K	Sell	873 -39	-4%	-$25K	0.15%	75
2025 Q2	$563K	Buy	912 +3	+0.3%	+$1.72K	0.15%	71
2025 Q1	$508K	Buy	909 +3	+0.3%	+$1.76K	0.17%	74
2024 Q4	$531K	Buy	906 +3	+0.3%	+$1.77K	0.18%	69
2024 Q3	$518K	Buy	903 +36	+4%	+$19.9K	0.19%	68
2024 Q2	$472K	Buy	867 +225	+35%	+$118K	0.15%	78
2024 Q1	$336K	Buy	642 +81	+14%	+$40.3K	0.11%	92
2023 Q4	$267K	Buy	561 +52	+10%	+$23.2K	0.1%	93
2023 Q3	$218K	Sell	509 -2	-0.4%	-$890	0.09%	94
2023 Q2	$226K	Buy	511 +2	+0.4%	+$839	0.09%	92
2023 Q1	$208K	Buy	+509	New	+$203K	0.09%	96
2022 Q2	–	Sell	-577	Closed	-$261K	–	115
2022 Q1	$261K	Buy	577 +57	+11%	+$25.4K	0.11%	100
2021 Q4	$247K	Buy	520 +2	+0.4%	+$918	0.1%	98
2021 Q3	$222K	Sell	518 -103	-17%	-$45.4K	0.09%	100
2021 Q2	$266K	Buy	621 +2	+0.3%	+$835	0.11%	89
2021 Q1	$245K	Sell	619 -5,245	-89%	-$2.02M	0.11%	82
2020 Q4	$2.19M	Sell	5,864 -21	-0.4%	-$7.45K	1.06%	24
2020 Q3	$1.97M	Buy	5,885 +24	+0.4%	+$7.95K	1.19%	22
2020 Q2	$1.81M	Buy	5,861 +29	+0.5%	+$8.49K	1.27%	17
2020 Q1	$1.5M	Buy	+5,832	New	+$1.78M	1.46%	11
2019 Q2	–	Sell	-573	Closed	-$1.62K	–	143
2019 Q1	$1.62K	Buy	+573	New	+$156K	0.18%	66
2018 Q4	–	Sell	-567	Closed	-$165K	–	206
2018 Q3	$165K	Sell	567 -40	-7%	-$11.4K	0.15%	69
2018 Q2	$165K	Buy	+607	New	+$164K	0.16%	69

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

WP Advisors's SPY Position: Q1 2026 in Review

WP Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,057 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #67.

WP Advisors first reported a position in SPY in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.19M in Q4 2020. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

WP Advisors held 1,057 shares of State Street SPDR S&P 500 ETF Trust worth $687K as of Q1 2026.
WP Advisors bought 45 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $30.6K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of WP Advisors's portfolio in Q1 2026, its #67 holding.
WP Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 25 quarters since.
WP Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.19M in Q4 2020.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.