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

Ariadne 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	$847K	Hold	1,134	–	–	0.37%	67
2026 Q1	$740K	Hold	1,134	–	–	0.33%	71
2025 Q4	$773K	Sell	1,134 -200	-15%	-$135K	0.32%	71
2025 Q3	$897K	Buy	1,334 +136	+11%	+$87.2K	0.4%	54
2025 Q2	$773K	Sell	1,198 -1,267	-51%	-$724K	0.37%	59
2025 Q1	$1.39M	Hold	2,465	–	–	0.73%	35
2024 Q4	$1.49M	Buy	2,465 +245	+11%	+$144K	0.68%	33
2024 Q3	$1.32M	Buy	2,220 +1,391	+168%	+$769K	0.72%	33
2024 Q2	$453K	Buy	+829	New	+$434K	0.35%	66

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

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

Ariadne Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,134 shares worth $847K. The position accounts for 0.37% of the portfolio, ranked #67.

Ariadne Wealth Management first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2024. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ariadne Wealth Management held 1,134 shares of State Street SPDR S&P 500 ETF Trust worth $847K as of Q2 2026.
Ariadne Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Ariadne Wealth Management's portfolio in Q2 2026, its #67 holding.
Ariadne Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.49M in Q4 2024.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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