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SPY
Showing 8 of 29 quarters

Position history for Wealthspire Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Wealthspire Advisors, LLC holds 441,132 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $286.9M as of 2026-Q1. The position was decreased (-1.3% shares). SPY represents 2.3% of Wealthspire Advisors, LLC's portfolio.

Current Value

$286.9M

Current Shares

441,132

Total Value Change

-$35.1M

Total Shares Change

-150,415

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
441,132
-1.3%
$286.9M2.3%$680.33
0
2025-Q4
Increased
446,916
+1.2%
$304.8M2.4%$687.01
54
2025-Q3
Increased
441,443
+1.8%
$294.1M1.5%$661.72
49
2025-Q2
Decreased
433,684
-23.8%
$268M1.5%$611.40
0
2025-Q1
Decreased
568,884
-2.9%
$318.2M1.9%$550.86
0
2024-Q4
Decreased
586,133
-2.5%
$343.5M3.4%$581.39
0
2024-Q3
Increased
601,431
+1.7%
$345.1M3.5%$562.94
58
2024-Q2
Decreased
591,547
-1.9%
$321.9M4.1%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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