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

Avid 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	$741K	Sell	992 -397	-29%	-$288K	0.36%	35
2026 Q1	$903K	Buy	1,389 +584	+73%	+$397K	0.43%	34
2025 Q4	$549K	Buy	805 +49	+6%	+$33.1K	0.27%	40
2025 Q3	$505K	Hold	756	–	–	0.25%	39
2025 Q2	$468K	Hold	756	–	–	0.27%	35
2025 Q1	$423K	Hold	756	–	–	0.29%	37
2024 Q4	$443K	Hold	756	–	–	0.31%	31
2024 Q3	$434K	Sell	756 -10	-1%	-$5.53K	0.31%	29
2024 Q2	$417K	Sell	766 -171	-18%	-$89.5K	0.32%	28
2024 Q1	$490K	Hold	937	–	–	0.39%	27
2023 Q4	$445K	Buy	+937	New	+$417K	0.44%	20

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

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

Avid Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q2 2026, selling an estimated $288K and leaving 992 shares worth $741K. The position accounts for 0.36% of the portfolio, ranked #35.

Avid Wealth Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $903K in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Avid Wealth Partners held 992 shares of State Street SPDR S&P 500 ETF Trust worth $741K as of Q2 2026.
Avid Wealth Partners sold 397 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $288K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Avid Wealth Partners's portfolio in Q2 2026, its #35 holding.
Avid Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Avid Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $903K in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.