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

Axis 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	$2.69M	Sell	3,604 -771	-18%	-$559K	1.29%	20
2026 Q1	$2.85M	Sell	4,375 -360	-8%	-$245K	1.51%	17
2025 Q4	$3.23M	Sell	4,735 -17	-0.4%	-$11.5K	1.78%	13
2025 Q3	$3.17M	Buy	4,752 +5	+0.1%	+$3.21K	1.85%	13
2025 Q2	$2.93M	Sell	4,747 -34	-0.7%	-$19.4K	1.93%	13
2025 Q1	$2.67M	Buy	4,781 +115	+2%	+$67.6K	1.98%	14
2024 Q4	$2.73M	Buy	+4,666	New	+$2.75M	2.3%	8

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

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

Axis Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, selling an estimated $559K and leaving 3,604 shares worth $2.69M. The position accounts for 1.29% of the portfolio, ranked #20.

Axis Wealth Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Axis Wealth Partners held 3,604 shares of State Street SPDR S&P 500 ETF Trust worth $2.69M as of Q2 2026.
Axis Wealth Partners sold 771 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $559K.
State Street SPDR S&P 500 ETF Trust made up 1.29% of Axis Wealth Partners's portfolio in Q2 2026, its #20 holding.
Axis Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.23M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.