Usadvisors Wealth Management, LLC / SPY
Usadvisors Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position
Does Usadvisors Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 10.2K shares worth $6M (+2.13% of its 13F portfolio) as of Q1 2026, up from 10.1K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
10.2K
% of Portfolio
+2.13%
Quarters Held
29
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 10.2K | $6M | +2.13% |
| Q4 2025 | 10.1K | $7M | +2.26% |
| Q3 2025 | 10.0K | $7M | +2.31% |
| Q2 2025 | 9.3K | $6M | +2.14% |
| Q1 2025 | 9.1K | $5M | +1.78% |
| Q4 2024 | 9.0K | $5M | +1.72% |
| Q3 2024 | 7.6K | $4M | +1.53% |
| Q2 2024 | 7.2K | $4M | +1.38% |
| Q1 2024 | 6.7K | $4M | +1.33% |
| Q4 2023 | 6.3K | $3M | +1.24% |
| Q3 2023 | 6.3K | $3M | +1.21% |
| Q2 2023 | 6.2K | $3M | +1.30% |
| Q1 2023 | 6.2K | $3M | +1.21% |
| Q4 2022 | 6.2K | $2M | +1.15% |
| Q3 2022 | 5.6K | $2M | +1.03% |
| Q2 2022 | 5.2K | $2M | +0.98% |
| Q4 2021 | 4.6K | $2M | +0.89% |
| Q3 2021 | 6.0K | $3M | +1.11% |
| Q2 2021 | 5.4K | $2M | +1.26% |
| Q1 2021 | 5.5K | $2M | +1.06% |
| Q4 2020 | 5.8K | $2M | +1.03% |
| Q3 2020 | 5.8K | $2M | +0.30% |
| Q2 2020 | 5.4K | $2M | +0.89% |
| Q1 2020 | 5.1K | $1M | +0.81% |
| Q4 2019 | 5.2K | $2M | +0.87% |
| Q3 2019 | 9.7K | $3M | +1.49% |
| Q2 2019 | 4.9K | $1M | +0.61% |
| Q1 2019 | 4.9K | $1M | +0.98% |
| Q4 2018 | 4.8K | $1M | +0.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of SPY.