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

Aquire 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	$421K	Buy	563 +7	+1%	+$5.08K	0.1%	36
2026 Q1	$362K	Buy	556 +8	+1%	+$5.44K	0.1%	36
2025 Q4	$374K	Buy	548 +13	+2%	+$8.79K	0.1%	35
2025 Q3	$356K	Hold	535	–	–	0.09%	38
2025 Q2	$331K	Hold	535	–	–	0.09%	38
2025 Q1	$299K	Buy	535 +1	+0.2%	+$588	0.09%	38
2024 Q4	$313K	Buy	534 +29	+6%	+$17.1K	0.1%	37
2024 Q3	$290K	Buy	+505	New	+$279K	0.09%	39
2022 Q1	–	Sell	-41	Closed	-$19K	–	216
2021 Q4	$19K	Buy	+41	New	+$18.8K	0.01%	113

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

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

Aquire Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $5.08K and bringing the position to 563 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #36.

Aquire Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 9 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Aquire Wealth Advisors held 563 shares of State Street SPDR S&P 500 ETF Trust worth $421K as of Q2 2026.
Aquire Wealth Advisors bought 7 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.08K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Aquire Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Aquire Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 9 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.