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

Atlas Wealth Partners’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	$607K	Sell	813 -309	-28%	-$224K	0.66%	26
2026 Q1	$730K	Buy	1,122 +20	+2%	+$13.6K	0.75%	24
2025 Q4	$751K	Buy	1,102 +78	+8%	+$52.7K	0.83%	23
2025 Q3	$682K	Sell	1,024 -10	-1%	-$6.41K	0.7%	25
2025 Q2	$639K	Hold	1,034	–	–	0.74%	21
2025 Q1	$578K	Sell	1,034 -113	-10%	-$66.4K	0.71%	22
2024 Q4	$672K	Buy	1,147 +540	+89%	+$318K	0.85%	18
2024 Q3	$348K	Buy	607 +108	+22%	+$59.7K	0.53%	29
2024 Q2	$272K	Buy	499 +42	+9%	+$22K	1.15%	18
2024 Q1	$236K	Sell	457 -22	-5%	-$11K	1.28%	17
2023 Q4	$233K	Buy	+479	New	+$213K	1.29%	20
2023 Q3	–	Sell	-444	Closed	-$201K	–	37
2023 Q2	$201K	Buy	+444	New	+$186K	0.58%	39

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

Atlas Wealth Partners's SPY Position: Q2 2026 in Review

Atlas Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 28% in Q2 2026, selling an estimated $224K and leaving 813 shares worth $607K. The position accounts for 0.66% of the portfolio, ranked #26.

Atlas Wealth Partners first reported a position in SPY in Q2 2023 and has held it in 12 quarters since. The position peaked at $751K in Q4 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Atlas Wealth Partners held 813 shares of State Street SPDR S&P 500 ETF Trust worth $607K as of Q2 2026.
Atlas Wealth Partners sold 309 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $224K.
State Street SPDR S&P 500 ETF Trust made up 0.66% of Atlas Wealth Partners's portfolio in Q2 2026, its #26 holding.
Atlas Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 12 quarters since.
Atlas Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $751K in Q4 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.