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SPY
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Position history for Focus Partners Wealth's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Focus Partners Wealth holds 2.4M shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $1.5B as of 2026-Q1. The position was decreased (-14.9% shares). SPY represents 1.6% of Focus Partners Wealth's portfolio.

Current Value

$1.5B

Current Shares

2.4M

Total Value Change

+$1.1B

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.4M
-14.9%
$1.5B1.6%$680.33
0
2025-Q4
Increased
2.9M
+15.9%
$1.6B1.8%$687.01
58
2025-Q3
Increased
2.5M
+120.1%
$1.4B2.3%$661.72
88
2025-Q2
Increased
1.1M
+32.9%
$691.5M1.5%$611.40
64
2025-Q1
Decreased
841,691
-3.8%
$471M1.2%$550.86
0
2024-Q4
Increased
874,804
+50.9%
$512.9M1.3%$581.39
69
2024-Q3
Decreased
579,787
-16.4%
$331.6M1.1%$562.94
0
2024-Q2
Increased
693,610
+216.0%
$377.5M1.3%$534.46
79

Other major holders of SPY: JPMORGAN CHASE & CO

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