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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-6
Closed -$4K 207
2018
Q3
$4K Buy
+6
New +$1.71K ﹤0.01% 244

Other funds holding SPY

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.