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

Arista 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	$19.8M	Sell	26,551 -46	-0.2%	-$33.4K	2.14%	11
2026 Q1	$17.3M	Buy	26,597 +12	+0%	+$8.16K	2.11%	12
2025 Q4	$18.1M	Sell	26,585 -229	-0.9%	-$155K	2.23%	12
2025 Q3	$17.9M	Sell	26,814 -266	-1%	-$171K	2.22%	11
2025 Q2	$16.7M	Buy	27,080 +23,534	+664%	+$13.5M	2.31%	10
2025 Q1	$1.98M	Sell	3,546 -141	-4%	-$82.9K	0.48%	22
2024 Q4	$2.16M	Sell	3,687 -69	-2%	-$40.7K	0.52%	21
2024 Q3	$2.16M	Sell	3,756 -225	-6%	-$124K	0.52%	21
2024 Q2	$2.17M	Buy	3,981 +2,010	+102%	+$1.05M	0.57%	21
2024 Q1	$1.03M	Sell	1,971 -1,992	-50%	-$992K	0.79%	19
2023 Q4	$1.88M	Hold	3,963	–	–	0.69%	16
2023 Q3	$1.69M	Buy	3,963 +1,741	+78%	+$774K	0.66%	17
2023 Q2	$985K	Hold	2,222	–	–	0.41%	26
2023 Q1	$910K	Buy	2,222 +81	+4%	+$32.3K	0.5%	27
2022 Q4	$819K	Buy	+2,141	New	+$823K	0.52%	26

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

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

Arista Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, selling an estimated $33.4K and leaving 26,551 shares worth $19.8M. The position accounts for 2.14% of the portfolio, ranked #11.

Arista Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Arista Wealth Management held 26,551 shares of State Street SPDR S&P 500 ETF Trust worth $19.8M as of Q2 2026.
Arista Wealth Management sold 46 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $33.4K.
State Street SPDR S&P 500 ETF Trust made up 2.14% of Arista Wealth Management's portfolio in Q2 2026, its #11 holding.
Arista Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 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 Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.