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

Atlantic Family Wealth’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	$658K	Sell	880 -3	-0.3%	-$2.17K	0.42%	17
2026 Q1	$575K	Hold	883	–	–	0.42%	19
2025 Q4	$603K	Sell	883 -107	-11%	-$72.3K	0.46%	18
2025 Q3	$660K	Sell	990 -8	-0.8%	-$5.13K	0.51%	16
2025 Q2	$617K	Sell	998 -24	-2%	-$13.7K	0.54%	17
2025 Q1	$572K	Hold	1,022	–	–	0.53%	14
2024 Q4	$599K	Buy	+1,022	New	+$602K	0.71%	13

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

Atlantic Family Wealth's SPY Position: Q2 2026 in Review

Atlantic Family Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.34% in Q2 2026, selling an estimated $2.17K and leaving 880 shares worth $658K. The position accounts for 0.42% of the portfolio, ranked #17.

Atlantic Family Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q3 2025. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atlantic Family Wealth held 880 shares of State Street SPDR S&P 500 ETF Trust worth $658K as of Q2 2026.
Atlantic Family Wealth sold 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Atlantic Family Wealth's portfolio in Q2 2026, its #17 holding.
Atlantic Family Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Atlantic Family Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $660K in Q3 2025.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.