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

Balanced Wealth Group’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 Q1	$420K	Sell	646 -32	-5%	-$21.8K	0.15%	52
2025 Q4	$453K	Sell	678 -69	-9%	-$46.6K	0.17%	48
2025 Q3	$461K	Sell	747 -2	-0.3%	-$1.28K	0.2%	43
2025 Q2	$473K	Sell	749 -12	-2%	-$6.86K	0.21%	44
2025 Q1	$426K	Sell	761 -87	-10%	-$51.1K	0.21%	46
2024 Q4	$510K	Sell	848 -5	-0.6%	-$2.95K	0.23%	43
2024 Q3	$490K	Buy	853 +2	+0.2%	+$1.11K	0.22%	45
2024 Q2	$464K	Hold	851	–	–	0.21%	50
2024 Q1	$443K	Buy	851 +6	+0.7%	+$2.99K	0.2%	52
2023 Q4	$402K	Buy	+845	New	+$376K	0.21%	49

Other funds holding SPY

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return