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 Q2	$484K	Buy	648 +2	+0.3%	+$1.45K	0.15%	52
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 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

Balanced Wealth Group's SPY Position: Q2 2026 in Review

Balanced Wealth Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.31% in Q2 2026, buying an estimated $1.45K and bringing the position to 648 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #52.

Balanced Wealth Group first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $510K in Q4 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Balanced Wealth Group held 648 shares of State Street SPDR S&P 500 ETF Trust worth $484K as of Q2 2026.
Balanced Wealth Group bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Balanced Wealth Group's portfolio in Q2 2026, its #52 holding.
Balanced Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $510K in Q4 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.