49 Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
49 Wealth Management's SPY Position: Q2 2026 in Review
49 Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q2 2026, selling an estimated $814K and leaving 653 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #105.
49 Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q1 2025. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- 49 Wealth Management held 653 shares of State Street SPDR S&P 500 ETF Trust worth $487K as of Q2 2026.
- 49 Wealth Management sold 1,123 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $814K.
- State Street SPDR S&P 500 ETF Trust made up 0.09% of 49 Wealth Management's portfolio in Q2 2026, its #105 holding.
- 49 Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- 49 Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $11M in Q1 2025.
- 4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.