Base Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
BBVA
Base Wealth Management's SPY Position: Q2 2026 in Review
Base Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q2 2026, selling an estimated $27.6K and leaving 696 shares worth $520K. The position accounts for 0.24% of the portfolio, ranked #42.
Base Wealth Management first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 3,806 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Base Wealth Management held 696 shares of State Street SPDR S&P 500 ETF Trust worth $520K as of Q2 2026.
- Base Wealth Management sold 38 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $27.6K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Base Wealth Management's portfolio in Q2 2026, its #42 holding.
- Base Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
- Base Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.37M in Q4 2025.
- 3,806 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.