Taylor & Morgan Wealth Management, LLC / SPY
Taylor & Morgan Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position
Does Taylor & Morgan Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 47.9K shares worth $31M (+17.79% of its 13F portfolio) as of Q1 2026, up from 46.3K shares the prior filed quarter.
Position Value
$31M
Q1 2026
Shares
47.9K
% of Portfolio
+17.79%
Quarters Held
18
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.9K | $31M | +17.79% |
| Q4 2025 | 46.3K | $32M | +17.70% |
| Q3 2025 | 45.0K | $30M | +18.40% |
| Q2 2025 | 44.5K | $27M | +18.55% |
| Q1 2025 | 44.7K | $25M | +18.84% |
| Q4 2024 | 44.2K | $26M | +18.21% |
| Q3 2024 | 50.8K | $29M | +19.54% |
| Q2 2024 | 50.8K | $28M | +19.54% |
| Q1 2024 | 47.7K | $25M | +18.32% |
| Q4 2023 | 46.7K | $22M | +17.64% |
| Q3 2023 | 45.2K | $19M | +17.43% |
| Q2 2023 | 46.0K | $20M | +16.74% |
| Q1 2023 | 42.6K | $17M | +15.18% |
| Q4 2022 | 37.2K | $14M | +13.41% |
| Q3 2022 | 36.1K | $13M | +12.83% |
| Q2 2022 | 38.2K | $14M | +13.65% |
| Q1 2022 | 35.9K | $16M | +13.27% |
| Q4 2021 | 31.1K | $15M | +11.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Taylor & Morgan Wealth Management, LLC’s full portfolio or all institutional holders of SPY.