Wallace Advisory Group, LLC / SPY
Wallace Advisory Group, LLC’s State Str Spdr S&P 500 Etf T Position
Does Wallace Advisory Group, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 3.6K shares worth $2M (+2.50% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
3.6K
% of Portfolio
+2.50%
Quarters Held
14
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.6K | $2M | +2.50% |
| Q4 2025 | 3.7K | $3M | +2.64% |
| Q3 2025 | 3.6K | $2M | +1.80% |
| Q2 2025 | 3.6K | $2M | +1.46% |
| Q1 2025 | 3.6K | $2M | +1.46% |
| Q4 2024 | 3.6K | $2M | +1.42% |
| Q3 2024 | 3.6K | $2M | +1.43% |
| Q2 2024 | 3.6K | $2M | +1.40% |
| Q1 2024 | 3.5K | $2M | +1.25% |
| Q4 2023 | 3.5K | $1M | +1.17% |
| Q3 2023 | 3.5K | $2M | +1.13% |
| Q2 2023 | 1.4K | $568,735 | +0.43% |
| Q1 2023 | 1.4K | $568,735 | +0.43% |
| Q4 2022 | 1.4K | $551,909 | +0.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wallace Advisory Group, LLC’s full portfolio or all institutional holders of SPY.