44 Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

44 Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,535	Closed	-$998K	–	202
2026 Q1	$998K	Buy	1,535 +564	+58%	+$383K	0.35%	103
2025 Q4	$662K	Buy	971 +311	+47%	+$210K	0.22%	125
2025 Q3	$440K	Buy	+660	New	+$423K	0.15%	151
2025 Q2	–	Sell	-1,904	Closed	-$1.07M	–	202
2025 Q1	$1.07M	Buy	1,904 +1,077	+130%	+$633K	0.4%	89
2024 Q4	$485K	Buy	827 +384	+87%	+$226K	0.19%	131
2024 Q3	$256K	Buy	+443	New	+$245K	0.09%	181
2023 Q2	$227K	Sell	513 -21	-4%	-$8.81K	0.08%	157
2023 Q1	$219K	Hold	534	–	–	0.07%	168
2022 Q4	$204K	Buy	+534	New	+$205K	0.07%	169
2022 Q1	–	Sell	-492	Closed	-$234K	–	185
2021 Q4	$234K	Sell	492 -4	-0.8%	-$1.84K	0.08%	167
2021 Q3	$213K	Buy	496 +4	+0.8%	+$1.76K	0.08%	162
2021 Q2	$211K	Buy	+492	New	+$205K	0.08%	167

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

44 Wealth Management's SPY Position: Q2 2026 in Review

44 Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 1,535 shares — an estimated $998K sold.

44 Wealth Management first reported a position in SPY in Q2 2021 and held it in 12 quarters. The position peaked at $1.07M in Q1 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

44 Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
44 Wealth Management sold 1,535 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $998K.
44 Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and held it in 12 quarters.
44 Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.07M in Q1 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.