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

Aaron Wealth Advisors’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	$23.3M	Buy	31,147 +7,282	+31%	+$5.28M	1.18%	17
2026 Q1	$15.5M	Sell	23,865 -53	-0.2%	-$36K	0.88%	20
2025 Q4	$16.3M	Sell	23,918 -92	-0.4%	-$62.2K	0.89%	20
2025 Q3	$16M	Sell	24,010 -724	-3%	-$464K	0.95%	18
2025 Q2	$15.3M	Sell	24,734 -85	-0.3%	-$48.6K	1.56%	15
2025 Q1	$13.9M	Sell	24,819 -2,248	-8%	-$1.32M	1.59%	14
2024 Q4	$15.9M	Buy	27,067 +3,477	+15%	+$2.05M	1.84%	11
2024 Q3	$13.5M	Sell	23,590 -566	-2%	-$313K	1.61%	13
2024 Q2	$13.1M	Buy	24,156 +145	+0.6%	+$75.9K	1.82%	11
2024 Q1	$12.6M	Hold	24,011	–	–	1.8%	12
2023 Q4	$11.4M	Hold	24,011	–	–	1.89%	13
2023 Q3	$10.3M	Sell	24,011 -404	-2%	-$180K	1.32%	14
2023 Q2	$10.8M	Sell	24,415 -564	-2%	-$237K	1.41%	13
2023 Q1	$10.2M	Buy	24,979 +638	+3%	+$255K	1.41%	13
2022 Q4	$9.31M	Buy	24,341 +7,244	+42%	+$2.78M	1.36%	11
2022 Q3	$6.11M	Sell	17,097 -774	-4%	-$307K	1.13%	18
2022 Q2	$6.74M	Buy	17,871 +3,911	+28%	+$1.6M	1.69%	14
2022 Q1	$6.3M	Buy	13,960 +1,092	+8%	+$486K	1.45%	13
2021 Q4	$6.11M	Sell	12,868 -1,140	-8%	-$523K	1.71%	14
2021 Q3	$6.01M	Buy	14,008 +10,454	+294%	+$4.61M	1.7%	14
2021 Q2	$1.52M	Hold	3,554	–	–	0.5%	33
2021 Q1	$1.41M	Sell	3,554 -21,430	-86%	-$8.26M	0.52%	35
2020 Q4	$9.34M	Buy	+24,984	New	+$8.86M	3.42%	9

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

Aaron Wealth Advisors's SPY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 31% in Q2 2026, buying an estimated $5.28M and bringing the position to 31,147 shares worth $23.3M. The position accounts for 1.18% of the portfolio, ranked #17.

Aaron Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Aaron Wealth Advisors held 31,147 shares of State Street SPDR S&P 500 ETF Trust worth $23.3M as of Q2 2026.
Aaron Wealth Advisors bought 7,282 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.28M.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Aaron Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Aaron Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.